Timothy Watters is a CFP-designated registered investment advisor at Cetera Planning Partners, based in Paramus, NJ, with 18 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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 4,849 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Contact
Timothy Watters
Location
16 Arcadian Avenue, Suite C4, Paramus, NJ, 07652
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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 →Employment History
Current Registrations
Cetera Planning Partners
Previous Registrations
Watters Financial Services, LLC
Washington Square Securities, INC.
State Registrations3 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
Additional Information
Since 1986, Watters Financial Services has built a business based on loyalty, trust and a proven track record of success. We have two core businesses. We provide hourly financial planning that can be comprehensive or specific to a particular problem that needs a solution. We also provide Wealth Management, which combines comprehensive financial planning with on-going investment management. WFS will meet with most clients quarterly which is very rare in the industry. For over 30 years our focus has been to help our clients be confident and educated about money.
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