Timothy Joseph Melia
TM
CFP
Timothy Joseph Melia
TM
CFP

Timothy Melia

13 Years of Experience
Seattle, WA

Timothy Melia is a CFP-designated registered investment advisor at Emboldenfp, based in Seattle, WA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Embolden Financial Planning offers project-based financial planning services on a one-time engagement. The hourly rate is $350, billed in 15-minute increments. The total cost depends on the client's specific needs, complexity, and research required.

Hourly Rate:$350/hr
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Timothy Joseph Melia
TM
Timothy Melia

Location

Seattle, WA

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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.

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Other Business Activities

Timothy is the managing member of multiple real estate LLCs (Harrileine LLC, Harrileine II LLC, Harrileine III LLC, Harrileine IV LLC, and Harrileine V LLC) since 2018. He dedicates minimal time to the management of these businesses.

Employment History
Current Registrations
Emboldenfp
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
Laird Norton Wealth Management
August 2008 - January 2018 · 9 yrs 5 mos
Ramsey & Associates INC
September 2007 - June 2008 · 9 mos
State Registrations4 states
CAORTXWA
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 Joseph Melia
TM
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Timothy Melia