Timothy Griffith
Timothy Griffith is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Seattle, WA, with 24 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
1916 Pike Place, Ste 12-364, Seattle, WA, 98101
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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.
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Timothy owns Sher-Footed Farm LLC, a private farm, spending a few hours per week on it without compensation. He also owns two rental properties in Seattle, receiving approximately $50,000/year from each and dedicating about 10-20% of his time to managing them.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Org Partners
Wealthshield Partners, LLC
Schmidt Financial Group, INC.
Financial Network Investment Corporation
State Registrations1 state
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.