Timothy Ozanne
Firethorn Capital · Westport, Connecticut
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.
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Specialties
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 | $57.4M across 94 accounts |
| SEC registration | Investment adviser representative in CT, IL · CRD 4407270 |
| Exams passed | Series 65 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.firethorncapital.com |
How Timothy's firm compares
- Firethorn Capital's average account is about $611,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Timothy
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.
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
- Firethorn Capital 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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