# Timothy Ozanne

> Timothy Ozanne is a fee-only financial advisor at Firethorn Capital in Westport, Connecticut. Timothy charges a percentage of assets and a flat fee or retainer (0.5%–1.5% a year of assets managed) and focuses on tax planning, retirement planning and retirement with concentrated positions.

Page: https://find.wellspent.co/advisors/timothy-ozanne/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Firethorn Capital
- **Based in:** Westport, Connecticut
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** 0.5%–1.5% a year of assets managed
- **Assets under management (firm):** $57.4M across 94 accounts
- **Specialties:** Tax planning, Retirement planning, Retirement with concentrated positions, Real estate investors, Small business owners
- **CRD:** 4407270 (https://adviserinfo.sec.gov/individual/summary/4407270)
- **SEC registration:** Investment adviser representative in CT, IL
- **Exams passed:** Series 65 (2000)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.firethorncapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Firethorn Capital 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 charges a percentage of assets and a flat fee or retainer.

### How much does Timothy charge?

According to Firethorn Capital's website, checked October 30, 2026: 0.5%–1.5% a year of assets managed.

### Where is Timothy Ozanne based?

Timothy Ozanne is based in Westport, Connecticut.

### What does Timothy specialize in?

Timothy's specialties include tax planning, retirement planning, retirement with concentrated positions, real estate investors and small business owners.

### Is Timothy Ozanne registered with the SEC?

Yes. Timothy Ozanne is registered as an investment adviser representative in CT and IL (CRD 4407270), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Firethorn Capital manage?

Firethorn Capital reports $57.4M across 94 accounts in assets under management.

### How do I contact Timothy Ozanne?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4407270): 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
- The firm's website (https://firethorncapital.com/): specialties, clients served, and fees, checked October 30, 2026

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