Timothy Starkey
Liftpoint Family Wealth Advisors · Far Hills, New Jersey
Timothy Starkey is a fee-only financial advisor at Liftpoint Family Wealth Advisors in Far Hills, New Jersey, who holds the CFP and ChFC credentials. Liftpoint Family Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Liftpoint Family Wealth Advisors |
|---|---|
| Based in | Far Hills, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $187.7M across 273 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NJ, TX · CRD 4535177 |
| Exams passed | Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Timothy's firm compares
- Liftpoint Family Wealth Advisors's average account is about $688,000, from its Form ADV (assets managed divided by 273 accounts).
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Questions about Timothy
Is Timothy Starkey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Liftpoint Family Wealth Advisors 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, Liftpoint Family Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy Starkey based?
Timothy Starkey is based in Far Hills, New Jersey.
What credentials does Timothy Starkey hold?
Timothy Starkey holds the CFP and ChFC credentials.
Is Timothy Starkey registered with the SEC?
Yes. Timothy Starkey is registered as an investment adviser representative in NJ and TX (CRD 4535177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Liftpoint Family Wealth Advisors manage?
Liftpoint Family Wealth Advisors reports $187.7M across 273 accounts in assets under management.
How do I contact Timothy Starkey?
Contact details aren't on file yet. Search for Liftpoint Family Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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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