Peter Timmons
T/R Financial Management Group · Washington, District of Columbia
Peter Timmons is a fee-only financial advisor at T/R Financial Management Group in Washington, District of Columbia. T/R Financial Management Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | T/R Financial Management Group |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $26.5M across 154 accounts |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 1248803 |
| Exams passed | Series 63 (1984) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.trfinancial.net |
| Profile |
How Peter's firm compares
- T/R Financial Management Group's average account is about $172,000, from its Form ADV (assets managed divided by 154 accounts).
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Questions about Peter
Is Peter Timmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and T/R Financial Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, T/R Financial Management Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Peter Timmons based?
Peter Timmons is based in Washington, District of Columbia.
Is Peter Timmons registered with the SEC?
Yes. Peter Timmons is registered as an investment adviser representative in DC, MD and VA (CRD 1248803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does T/R Financial Management Group manage?
T/R Financial Management Group reports $26.5M across 154 accounts in assets under management.
How do I contact Peter Timmons?
Through Peter's website, www.trfinancial.net.
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
- 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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