# Timothy Mortellite

> Timothy Mortellite is a fee-only financial advisor at Timothy Charles Financial in Lynnfield, Massachusetts. Timothy Charles Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/timothy-mortellite/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Timothy Charles Financial
- **Based in:** Lynnfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $98.5M across 434 accounts
- **CRD:** 2284605 (https://adviserinfo.sec.gov/individual/summary/2284605)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 63 (1994), Series 66 (2017)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.timothycharlesfinancial.com

## Frequently asked questions

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

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

### Where is Timothy Mortellite based?

Timothy Mortellite is based in Lynnfield, Massachusetts.

### Is Timothy Mortellite registered with the SEC?

Yes. Timothy Mortellite is registered as an investment adviser representative in MA and NH (CRD 2284605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Timothy Charles Financial manage?

Timothy Charles Financial reports $98.5M across 434 accounts in assets under management.

### How do I contact Timothy Mortellite?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2284605): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.