Timothy Watters is a CFP-designated registered investment advisor at The Retirement Planning Group, LLC, based in Paramus, NJ, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 4,901 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Retirement Planning Group's annual investment management fee is based on a percentage of your portfolio's value, ranging from 0.25% to 2.00% per year, charged quarterly in advance. The specific fee is stated in your Investment Management Agreement. In some cases, fees may be negotiable.
Contact
Timothy Watters
Location
16 Arcadian Avenue, Suite C4, Paramus, NJ, 07652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Retirement Planning Group, LLC
Previous Registrations
Watters Financial Services, LLC
Washington Square Securities, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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Additional Information
Since 1986, Watters Financial Services has built a business based on loyalty, trust and a proven track record of success. We have two core businesses. We provide hourly financial planning that can be comprehensive or specific to a particular problem that needs a solution. We also provide Wealth Management, which combines comprehensive financial planning with on-going investment management. WFS will meet with most clients quarterly which is very rare in the industry. For over 30 years our focus has been to help our clients be confident and educated about money.