Timothy Holly
Timothy Holly is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Phoenix, AZ, with 41 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1300 E. Missouri Avenue, Suite 230, Phoenix, AZ, 85014
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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 ActivitiesSells Insurance
Timothy is an agent-producer for BlueCross BlueShield of Arizona, selling health insurance and Medicare supplements, and an agent for FIRST FINANCIAL STRATEGIES, LLC, offering fixed interest annuities, immediate annuities, term life insurance, and Medicare supplements, dedicating minimal time to each. He also works as a financial advisor for Securities America Advisory, spending nearly full-time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations13 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.