Timothy Schwiebert
Topsail Wealth Management · Cincinnati, Ohio
Timothy Schwiebert is a fee-only financial advisor at Topsail Wealth Management in Cincinnati, Ohio. Timothy charges a percentage of assets (0.3% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and family wealth transfer.
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Specialties
Facts
| Firm | Topsail Wealth Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.3% a year on the first tier of assets managed |
| Assets under management | $1.31B across 729 accounts |
| SEC registration | Investment adviser representative in NC, OH · CRD 2793006 |
| Exams passed | Series 63 (1996) · Series 65 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | topsailwealthmanagement.com |
| Profile |
How Timothy's firm compares
- Topsail Wealth Management's average account is about $1.8 million, from its Form ADV (assets managed divided by 729 accounts).
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Questions about Timothy
Is Timothy Schwiebert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Topsail 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 charges a percentage of assets.
How much does Timothy charge?
According to Topsail Wealth Management's website, checked October 30, 2026: 0.3% a year on the first tier of assets managed.
Where is Timothy Schwiebert based?
Timothy Schwiebert is based in Cincinnati, Ohio.
What does Timothy specialize in?
Timothy's specialties include tax planning, estate & legacy planning and family wealth transfer.
Is Timothy Schwiebert registered with the SEC?
Yes. Timothy Schwiebert is registered as an investment adviser representative in NC and OH (CRD 2793006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Topsail Wealth Management manage?
Topsail Wealth Management reports $1.31B across 729 accounts in assets under management.
How do I contact Timothy Schwiebert?
Through Timothy's website, topsailwealthmanagement.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
- Topsail 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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