# Timothy Banks

> Timothy Banks is a fee-only financial advisor at Worley Banks Group in Creve Coeur, Missouri. Timothy focuses on retirement planning, pension planning and estate & legacy planning. Worley Banks Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/timothy-banks/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Worley Banks Group
- **Based in:** Creve Coeur, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $184.3M across 768 accounts
- **Specialties:** Retirement planning, Pension planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4497630 (https://adviserinfo.sec.gov/individual/summary/4497630)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 65 (2007), Series 66 (2002)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://worleybanks.com/

## Frequently asked questions

### Is Timothy Banks a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Worley Banks Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Timothy charge for financial advice?

Timothy's firm, Worley Banks Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Timothy Banks based?

Timothy Banks is based in Creve Coeur, Missouri.

### What does Timothy specialize in?

Timothy's specialties include retirement planning, pension planning, estate & legacy planning and tax planning. Timothy works with retirees and pre-retirees.

### Is Timothy Banks registered with the SEC?

Yes. Timothy Banks is registered as an investment adviser representative in MO (CRD 4497630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Worley Banks Group manage?

Worley Banks Group reports $184.3M across 768 accounts in assets under management.

### How do I contact Timothy Banks?

Through Timothy's website, worleybanks.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4497630): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.worleybanks.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.