Timothy Parker
Regency Wealth Management · Ramsey, New Jersey
Timothy Parker is a fee-only financial advisor at Regency Wealth Management in Ramsey, New Jersey, who holds the CFA credential. Timothy focuses on retirement planning, estate & legacy planning and sustainable & impact investing. Regency Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Retirees
Facts
| Firm | Regency Wealth Management |
|---|---|
| Based in | Ramsey, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $642.6M across 1,257 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ · CRD 2783267 |
| Exams passed | Series 63 (1996) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.regencywealth.com |
| Profile |
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Questions about Timothy
Is Timothy Parker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Regency 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, Regency Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy Parker based?
Timothy Parker is based in Ramsey, New Jersey.
What does Timothy specialize in?
Timothy's specialties include retirement planning, estate & legacy planning and sustainable & impact investing. Timothy works with multi-generational families and retirees.
What credentials does Timothy Parker hold?
Timothy Parker holds the CFA credential.
Is Timothy Parker registered with the SEC?
Yes. Timothy Parker is registered as an investment adviser representative in NJ (CRD 2783267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Regency Wealth Management manage?
Regency Wealth Management reports $642.6M across 1,257 accounts in assets under management.
How do I contact Timothy Parker?
Through Timothy's website, www.regencywealth.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
- Regency Wealth Management 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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