# Timothy Moy

> Timothy Moy is a fee-only financial advisor at MBE Wealth Management in Tomah, Wisconsin. MBE Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** MBE Wealth Management
- **Based in:** Tomah, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $977.1M across 5,412 accounts
- **CRD:** 5988465 (https://adviserinfo.sec.gov/individual/summary/5988465)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2012)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.mbewealth.com

## Frequently asked questions

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

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

### Where is Timothy Moy based?

Timothy Moy is based in Tomah, Wisconsin.

### Is Timothy Moy registered with the SEC?

Yes. Timothy Moy is registered as an investment adviser representative in WI (CRD 5988465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MBE Wealth Management manage?

MBE Wealth Management reports $977.1M across 5,412 accounts in assets under management.

### How do I contact Timothy Moy?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5988465): 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

---

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