Timothy Rose
T. Rose & Associates · Sarasota, Florida
Timothy Rose is a fee-only financial advisor at T. Rose & Associates in Sarasota, Florida. Timothy focuses on sustainable & impact investing. T. Rose & Associates reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | T. Rose & Associates |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $14.7M across 46 accounts |
| SEC registration | Investment adviser representative in MN · CRD 1005145 |
| Exams passed | Series 63 (1984) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.troseassoc.com |
How Timothy's firm compares
- T. Rose & Associates's average account is about $320,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Timothy
Is Timothy Rose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and T. Rose & Associates 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, T. Rose & Associates, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Timothy Rose based?
Timothy Rose is based in Sarasota, Florida.
What does Timothy specialize in?
Timothy's specialties include sustainable & impact investing.
Is Timothy Rose registered with the SEC?
Yes. Timothy Rose is registered as an investment adviser representative in MN (CRD 1005145), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does T. Rose & Associates manage?
T. Rose & Associates reports $14.7M across 46 accounts in assets under management.
How do I contact Timothy Rose?
Through Timothy's website, www.troseassoc.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
- T. Rose & Associates 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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