Timepiece Financial Planning, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Timepiece Financial Planning offers financial planning and investment consultation services, including cash flow analysis, education funding, risk management, and estate planning. They also provide ongoing financial planning services for a quarterly fee. For investment management, they create diversified, tax-efficient portfolios using low-cost investments like index mutual funds and ETFs. Timepiece Financial Planning acts as a fiduciary, putting clients' best interests first.

Assets Under Management$61M
Clients148
Advisors1
Avg. per Client$410K
Avg. per Advisor$61M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm