Luke Timm
Timm Financial Services · Poughkeepsie, New York
Luke Timm is a fee-only financial advisor at Timm Financial Services in Poughkeepsie, New York. Luke focuses on retirement planning and tax planning. Timm Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Timm Financial Services |
|---|---|
| Based in | Poughkeepsie, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $11.8M across 53 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7915889 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | timmfs.com |
| Profile |
How Luke's firm compares
- Timm Financial Services's average account is about $223,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Luke
Is Luke Timm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Timm Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, Timm Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luke Timm based?
Luke Timm is based in Poughkeepsie, New York.
What does Luke specialize in?
Luke's specialties include retirement planning and tax planning. Luke works with retirees and pre-retirees.
Is Luke Timm registered with the SEC?
Yes. Luke Timm is registered as an investment adviser representative in NY (CRD 7915889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Timm Financial Services manage?
Timm Financial Services reports $11.8M across 53 accounts in assets under management.
How do I contact Luke Timm?
Through Luke's website, timmfs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Timm Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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