# Timothy Itin

> Timothy Itin is a fee-only financial advisor at Causey Wealth in Greenwood Village, Colorado, who holds the CFA credential. Causey Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Causey Wealth
- **Based in:** Greenwood Village, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $393.2M across 585 accounts
- **Credentials:** CFA
- **CRD:** 1157867 (https://adviserinfo.sec.gov/individual/summary/1157867)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1987)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.causeywealth.com/

## Frequently asked questions

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

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

### Where is Timothy Itin based?

Timothy Itin is based in Greenwood Village, Colorado.

### What credentials does Timothy Itin hold?

Timothy Itin holds the CFA credential.

### Is Timothy Itin registered with the SEC?

Yes. Timothy Itin is registered as an investment adviser representative in CO (CRD 1157867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Causey Wealth manage?

Causey Wealth reports $393.2M across 585 accounts in assets under management.

### How do I contact Timothy Itin?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1157867): 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://causeywealth.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.