Timothy Koester
Phase Line Financial · Cincinnati, Ohio
Timothy Koester is a fee-only financial advisor at Phase Line Financial in Cincinnati, Ohio, who holds the CFP credential. Phase Line Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Phase Line Financial |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.3M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6166067 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | phaseline513.com |
| Profile |
How Timothy's firm compares
- Phase Line Financial's average account is about $261,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Timothy
Is Timothy Koester a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Phase Line Financial 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, Phase Line Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Koester based?
Timothy Koester is based in Cincinnati, Ohio.
What credentials does Timothy Koester hold?
Timothy Koester holds the CFP credential.
Is Timothy Koester registered with the SEC?
Yes. Timothy Koester is registered as an investment adviser representative in OH (CRD 6166067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phase Line Financial manage?
Phase Line Financial reports $7.3M across 28 accounts in assets under management.
How do I contact Timothy Koester?
Through Timothy's website, phaseline513.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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