Timothy Stearns is a registered investment advisor at W&s Advisory Services, LLC, based in Cincinnati, OH, with 29 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W&S Advisory Services offers investment management for child investment accounts (UGMA accounts) through Fabric. Clients pay a flat monthly fee: $3 per month for one account or $5 per month for multiple accounts. This fee covers brokerage, custodial fees, and other transaction costs. The accounts are invested in model portfolios using ETFs.
Location
303 Broadway, 16th Floor, Cincinnati, OH, 45202
Get directionsHistory
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 →Employment History
Current Registrations
W&s Advisory Services, LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Touchstone Advisors INC
Touchstone Securities, LLCBroker
Previous Registrations
W&s Brokerage Services, INC.Broker
Envestnet Asset Management, INC.
Portfolio Brokerage Services, INC.Broker
Franklin Templeton Financial Services CORP.Broker
Templeton/franklin Investment Services,inc.Broker
Cigna Financial Advisors,inc.Broker
National Financial Services CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 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.