Timothy Financial Counsel provides financial planning services through individual consultations. They offer advice on various topics, including income, retirement, college funding, estate planning, investments, and tax strategies. Timothy Financial Counsel does not manage investments or have custody of client assets. They work on a time-based hourly assumption, although billing may be by hour, fixed project fee, or quarterly fee. Their advice is not ongoing and terminates upon delivery of the plan/advice.
Assets Under ManagementN/A
ClientsN/A
Advisors19
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Level 1 Financial Plan — $3,750 - $7,500, focused on areas requested by the client with a low level of complexity, including basic tax planning, college savings, retirement contribution decisions, retirement timing, insurance sufficiency, and estate design.
- Level 2 Financial Plan — $5,625 - $11,250, focused on areas requested by the client with a low to moderate level of complexity, including tax planning strategies, college savings, multiple retirement contribution options, assessing an expected retirement date, investment analysis, and review of insurance sufficiency and estate design.
- Level 3 Financial Plan — $7,500 - $15,750, focused on areas requested by the client with a moderate level of complexity, including more advanced tax planning strategies, advanced employee benefit options, projecting an expected retirement date, small business consulting, annuity discussions, investment analysis, and review of multiple insurance policies or simple estate documents.
- Level 4 Financial Plan — $11,250 - $19,800, focused on areas requested by the client with a moderate to high level of complexity, including advanced tax planning strategies, advanced employee benefit options, pre-retirement decisions, small business consulting, annuity decisions, investment analysis, review of multiple insurance policies and moderately complex estate documents.
- Level 5 Financial Plan — $18,000 or more, focused on the areas requested by the client with a high level of complexity, including advanced tax and estate planning strategies, executive level employee benefits, early financial independence decisions, small business consulting, investment analysis, review of highly complex insurance policies or highly complex estate documents, legacy planning, or complex gifting strategies.
- Start-the-Clock Hourly Advice - Clients can bring documents and start asking questions. We provide general advice based on their situation without detailed analysis. The final cost is based on actual time involved.
One-Time Plan:$3,750 - $18,000
Hourly Rate:$375 - $800/hr
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