# Timothy Purser

> Timothy Purser is a fee-only financial advisor at Shade Tree Partners in Dallas, Texas. Shade Tree Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Shade Tree Partners
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $63M across 68 accounts
- **CRD:** 368966 (https://adviserinfo.sec.gov/individual/summary/368966)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 63 (1982), Series 65 (1992)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.shadetreeia.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Shade Tree Partners 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, Shade Tree Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Timothy Purser based?

Timothy Purser is based in Dallas, Texas.

### Is Timothy Purser registered with the SEC?

Yes. Timothy Purser is registered as an investment adviser representative in OH and TX (CRD 368966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shade Tree Partners manage?

Shade Tree Partners reports $63M across 68 accounts in assets under management.

### How do I contact Timothy Purser?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/368966): 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

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