Timothy Sample
Sample Financial Solutions · Aurora, Colorado
Timothy Sample is a fee-only financial advisor at Sample Financial Solutions in Aurora, Colorado, who holds the CFP and MBA credentials. Sample Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sample Financial Solutions |
|---|---|
| Based in | Aurora, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $27.6M across 89 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CO, TX · CRD 7120868 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | samplefs.com |
How Timothy's firm compares
- Sample Financial Solutions's average account is about $310,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Timothy
Is Timothy Sample a fee-only financial advisor?
Yes. Timothy Sample is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Timothy's firm.
How does Timothy charge for financial advice?
Timothy's firm, Sample Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Sample based?
Timothy Sample is based in Aurora, Colorado.
What credentials does Timothy Sample hold?
Timothy Sample holds the CFP and MBA credentials.
Is Timothy Sample registered with the SEC?
Yes. Timothy Sample is registered as an investment adviser representative in CO and TX (CRD 7120868), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sample Financial Solutions manage?
Sample Financial Solutions reports $27.6M across 89 accounts in assets under management.
How do I contact Timothy Sample?
Through Timothy's website, samplefs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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