Timothy Humphrey
Rock Point Advisors · Burlington, Vermont
Timothy Humphrey is a fee-only financial advisor at Rock Point Advisors in Burlington, Vermont, who holds the CFP and CFA credentials. Rock Point Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Rock Point Advisors |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $655.7M across 493 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in LA, TX, VT · CRD 5568212 |
| Exams passed | Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.rockpointadvisors.com |
| Profile |
How Timothy's firm compares
- Rock Point Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 493 accounts).
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Questions about Timothy
Is Timothy Humphrey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Rock Point Advisors 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, Rock Point Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Timothy Humphrey based?
Timothy Humphrey is based in Burlington, Vermont.
What credentials does Timothy Humphrey hold?
Timothy Humphrey holds the CFP and CFA credentials.
Is Timothy Humphrey registered with the SEC?
Yes. Timothy Humphrey is registered as an investment adviser representative in LA, TX and VT (CRD 5568212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rock Point Advisors manage?
Rock Point Advisors reports $655.7M across 493 accounts in assets under management.
How do I contact Timothy Humphrey?
Through Timothy's website, www.rockpointadvisors.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
- 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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