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Firm

Timpe & Timpe Financial Advisory Services

Zionsville, Indiana

Fee-only

Timpe & Timpe Financial Advisory Services at a glance

  • One of 147 fee-only firms based in Indiana in the Wellspent graph.
  • 2 advisors are listed here; 1 of 2 hold the CFP.
  • Its Form ADV reports 2 employees and 133 individual clients, 39 of them high net worth.
  • Its average account is about $181,000 (assets it manages divided by its 337 accounts).

Fee-only advisors in Indiana · What fee-only advisors charge in Indiana

Facts

Based inZionsville, Indiana
Websitetimpefas.com
Phone(317) 217-1660

Timpe & Timpe Financial Advisory Services fees

Timpe & Timpe Financial Advisory Services 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$61 million
Individual clients94
High-net-worth clients39
Accounts managed337
Employees2
Planning clients101-250
Registered withThe SEC (801-69127)
Financial planningOffered
Form ADV filedApril 7, 2026
SEC recordCRD 132274

Advisors at this firm (2)