Timothy Nash
Aequitas Investment Advisors · Hingham, Massachusetts
Timothy Nash is a fee-only financial advisor at Aequitas Investment Advisors in Hingham, Massachusetts, who holds the CFA credential. Timothy focuses on retirement planning. Aequitas Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Aequitas Investment Advisors |
|---|---|
| Based in | Hingham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $826.1M across 1,238 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, NH · CRD 1582861 |
| Exams passed | Series 63 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aequitas-inv.com |
| Profile |
How Timothy's firm compares
- Aequitas Investment Advisors's average account is about $667,000, from its Form ADV (assets managed divided by 1,238 accounts).
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Questions about Timothy
Is Timothy Nash a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Aequitas Investment Advisors 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, Aequitas Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Timothy charge?
According to Aequitas Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Timothy Nash based?
Timothy Nash is based in Hingham, Massachusetts.
What does Timothy specialize in?
Timothy's specialties include retirement planning.
What credentials does Timothy Nash hold?
Timothy Nash holds the CFA credential.
Is Timothy Nash registered with the SEC?
Yes. Timothy Nash is registered as an investment adviser representative in MA and NH (CRD 1582861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aequitas Investment Advisors manage?
Aequitas Investment Advisors reports $826.1M across 1,238 accounts in assets under management.
How do I contact Timothy Nash?
Through Timothy's website, www.aequitas-inv.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
- Aequitas Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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