Timothy Walt
CVW Financial · Plymouth, Massachusetts
Timothy Walt is a fee-only financial advisor at CVW Financial in Plymouth, Massachusetts. Timothy charges a percentage of assets, hourly fees and an ongoing planning fee ($100 an hour and 1.25% a year on the first tier of assets managed) and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | CVW Financial |
|---|---|
| Based in | Plymouth, Massachusetts |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee |
| Fees (firm's website) | $100 an hour · 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $9.8M across 49 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7480440 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cvwfinancial.com |
| Profile |
How Timothy's firm compares
- The hourly rate is $100, below the Massachusetts median of $300 for fee-only firms that publish prices.
- CVW Financial's average account is about $199,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Timothy
Is Timothy Walt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and CVW Financial 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, hourly fees and an ongoing planning fee.
How much does Timothy charge?
According to CVW Financial's website, checked October 30, 2026: $100 an hour; 1.25% a year on the first tier of assets managed.
Where is Timothy Walt based?
Timothy Walt is based in Plymouth, Massachusetts.
What does Timothy specialize in?
Timothy's specialties include retirement planning and estate & legacy planning.
Is Timothy Walt registered with the SEC?
Yes. Timothy Walt is registered as an investment adviser representative in MA (CRD 7480440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CVW Financial manage?
CVW Financial reports $9.8M across 49 accounts in assets under management.
How do I contact Timothy Walt?
Through Timothy's website, www.cvwfinancial.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
- CVW Financial 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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