# Timothy Dutton

> Timothy Dutton is a fee-only financial advisor at Dutton Financial Planning in Aledo, Texas, who holds the CFP credential. Timothy focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Dutton Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Dutton Financial Planning
- **Based in:** Aledo, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $552K across 6 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Estate & legacy planning, Retirement planning, Tax planning
- **Works with:** Executives, Retirees, Pre-retirees, Founders
- **CRD:** 7302640 (https://adviserinfo.sec.gov/individual/summary/7302640)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2022), Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.duttonfp.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Dutton Financial Planning 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, Dutton Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Timothy Dutton based?

Timothy Dutton is based in Aledo, Texas.

### What does Timothy specialize in?

Timothy's specialties include equity compensation, founders (pre-exit), estate & legacy planning, retirement planning and tax planning. Timothy works with executives, retirees, pre-retirees and founders.

### What credentials does Timothy Dutton hold?

Timothy Dutton holds the CFP credential.

### Is Timothy Dutton registered with the SEC?

Yes. Timothy Dutton is registered as an investment adviser representative in TX (CRD 7302640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dutton Financial Planning manage?

Dutton Financial Planning reports $552K across 6 accounts in assets under management.

### How do I contact Timothy Dutton?

Through Timothy's website, www.duttonfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7302640): 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://duttonfp.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.