Timothy Nasworthy is a CFP-designated registered investment advisor at Missionsquare Retirement, based in Glen Allen, VA, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B 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 $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.
Fee Estimator
Location
Glen Allen, VA
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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 member of the investment committee for Christ Church Episcopal, starting in 2021. He spends minimal time reviewing investments and making recommendations for the church's endowment fund.
Employment History
Current Registrations
Missionsquare Retirement
Previous Registrations
Arsenal 401k Advisors
Harvest Financial Group, LLC
Fiduciary Consulting Group, LLC
Financial Telesis, INC.
Legg Mason Wood Walker INC
State Registrations2 states
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
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