Timothy Mortellite
Timothy Charles Financial · Lynnfield, Massachusetts
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.
Request an introduction to Timothy →
Facts
| Firm | Timothy Charles Financial |
|---|---|
| Based in | Lynnfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $98.5M across 434 accounts |
| SEC registration | Investment adviser representative in MA, NH · CRD 2284605 |
| Exams passed | Series 63 (1994) · Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.timothycharlesfinancial.com |
How Timothy's firm compares
- Timothy Charles Financial's average account is about $227,000, from its Form ADV (assets managed divided by 434 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
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.
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.
See something wrong? Request a correction. Read our methodology.