Timmons Wealth Management
Attleboro, Massachusetts
Timmons Wealth Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 150 individual clients, 60 of them high net worth.
- Its average account is about $298,000 (assets it manages divided by its 602 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Attleboro, Massachusetts |
|---|---|
| Website | twealthmanagement.com |
| [email protected] | |
| Phone | (774) 331-2172 |
Questions about Timmons Wealth Management
How is Timmons Wealth Management paid?
Timmons Wealth Management's Form ADV says it is paid by: percentage of assets.
How many advisors does Timmons Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Timmons Wealth Management.
What is the average account at Timmons Wealth Management?
Timmons Wealth Management's average account is about $298,000. That's the assets on its Form ADV divided by its 602 accounts.
What does Timmons Wealth Management specialize in?
Timmons Wealth Management's advisors and website list retirement planning and tax planning.
Timmons Wealth Management fees
Timmons Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Assets managed | $179 million |
| Individual clients | 90 |
| High-net-worth clients | 60 |
| Accounts managed | 602 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129964) |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 165914 |
Advisors at this firm (1)
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