TW
CFP
TW
CFP
Timothy Woodburn
13 Years of Experience
Westerville, OH
3 Disclosures
Timothy Woodburn is a CFP-designated registered investment advisor at Buckeye Wealth Management LLC, based in Westerville, OH, with 13 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 252 clients with $72M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
252 clients
Average Client Portfolio
$286K average
Assets Under Management
$72.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual & minimal fee rates are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
155 Commerce Park Drive, Suite 2, Westerville, OH, 43082
Get directionsHistory
Regulatory History (3)
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Customer Dispute
August 2022Denied
Regulatory
February 2022Final
Employment Separation After Allegations
September 2021Employment History
Current Registrations
Buckeye Wealth Management LLC
April 2022 - Present · 4 yrs
Previous Registrations
Adaptation Financial Advisors INC.
October 2020 - October 2021 · 1 yr
Cambridge Investment Research, INC.Broker
September 2020 - October 2021 · 1 yr 1 mo
Madison Avenue Securities, LLCBroker
October 2017 - September 2020 · 2 yrs 11 mos
Ing Financial Partners, INC.Broker
February 2006 - November 2011 · 5 yrs 9 mos
State Registrations1 state
OH
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.