Timothy Quinn is a CFP-designated registered investment advisor at Quinn Financial Planning, LLC, based in Orland Park, IL, with 26 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, Education Planning, Estate Planning, High Net Worth, and 6 more. Their firm serves 110 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees may be discounted at the discretion of the Firm.
Fee Estimator
Contact
Timothy Quinn
Location
9501 W. 144th Place, Suite 300E, Orland Park, IL, 60462
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Regulatory History
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 →Other Business Activities
Timothy is a partner at GT Tax & Business Services, LLC since 2015, providing tax advice, planning, and preparation services. He spends nearly full-time reviewing and preparing tax returns and projections.
Employment History
Current Registrations
Quinn Financial Planning, LLC
Previous Registrations
Genworth Financial Advisers Corporation
State Registrations1 state
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
Additional Information
We provide highly personalized, ongoing contact regardless of your portfolio size including periodic phone calls, meetings, e-mails and quarterly performance reports. Our easy-to-read reports show you your investment results and any recent activity in your portfolio. We are also available for telephone consultations in case you have questions or want to be updated on the status of your portfolio. We are dedicated to giving you the peace of mind that occurs when you are fully informed by accessible financial professionals.