TH
CFP
TH
CFP

Timothy Harrington

15 Years of Experience
Bernardsville, NJ

Timothy Harrington is a CFP-designated registered investment advisor at Longview Financial Advisors, LLC, based in Bernardsville, NJ, with 15 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 125 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
125 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$383.9M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.40%

Fees negotiable for accounts over $10,000,000. For accounts under $500,000, a minimum annual fee of $5,000 may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Bernardsville, NJ

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Longview Financial Advisors, LLC
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Marin Financial Advisors LLC
January 2011 - January 2018 · 7 yrs
State Registrations3 states
CANJTX
Advisor

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.

Exams
No exam information available for this advisor.
Timothy Harrington - Financial Advisor | TrueAdvisor