Timothy Purser
Shade Tree Partners · Dallas, Texas
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.
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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 | $63M across 68 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 368966 |
| Exams passed | Series 63 (1982) · Series 65 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.shadetreeia.com |
How Timothy's firm compares
- Shade Tree Partners's average account is about $926,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Timothy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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