Firm
Tim Looney Investments
Longwood, Florida
Fee-only
Tim Looney Investments at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 504 individual clients, 123 of them high net worth.
- Its average account is about $391,000 (assets it manages divided by its 1,255 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Longwood, Florida |
|---|---|
| Website | timlooney.com |
| Phone | (407) 331-6961 |
Tim Looney Investments fees
Tim Looney Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $490 million |
| Individual clients | 381 |
| High-net-worth clients | 123 |
| Accounts managed | 1,255 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-76731) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 164413 |