Timothy Banks
Worley Banks Group · Creve Coeur, Missouri
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Worley Banks Group |
|---|---|
| Based in | Creve Coeur, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $184.3M across 768 accounts |
| SEC registration | Investment adviser representative in MO · CRD 4497630 |
| Exams passed | Series 65 (2007) · Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | worleybanks.com |
| Profile |
How Timothy's firm compares
- Worley Banks Group's average account is about $240,000, from its Form ADV (assets managed divided by 768 accounts).
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Questions about Timothy
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.
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
- Worley Banks Group 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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