Timothy Menez
Capital Management Advisor Group · Walnut Creek, California
Timothy Menez is a fee-only financial advisor at Capital Management Advisor Group in Walnut Creek, California, who holds the ChFC credential. Capital Management Advisor Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Management Advisor Group |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $234.1M across 243 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA, UT · CRD 2107877 |
| Exams passed | Series 63 (1991) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cmadvisorgroup.com |
How Timothy's firm compares
- Capital Management Advisor Group's average account is about $963,000, from its Form ADV (assets managed divided by 243 accounts).
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Questions about Timothy
Is Timothy Menez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Capital Management Advisor 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, Capital Management Advisor Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Menez based?
Timothy Menez is based in Walnut Creek, California.
What credentials does Timothy Menez hold?
Timothy Menez holds the ChFC credential.
Is Timothy Menez registered with the SEC?
Yes. Timothy Menez is registered as an investment adviser representative in CA and UT (CRD 2107877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Management Advisor Group manage?
Capital Management Advisor Group reports $234.1M across 243 accounts in assets under management.
How do I contact Timothy Menez?
Through Timothy's website, www.cmadvisorgroup.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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