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Timothy Wynne

Feltl Advisors
40 Years of Experience
New Port Richey, FL
7 DisclosuresBroker
View SEC Summary
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Timothy Wynne is a registered investment advisor at Feltl Advisors, based in New Port Richey, FL, with 40 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 397 clients with $170M in assets under management.

Feltl Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
397 clients
Average Client Portfolio
$417K average
Assets Under Management
$165.6M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fees are negotiable between you and Feltl Advisors, up to a maximum annual rate of 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

New Port Richey, FL

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2017
Settled
Customer Dispute
June 2016
Settled
Customer Dispute
October 2014
Settled
Customer Dispute
July 2014
Settled
Customer Dispute
July 2014
Settled
Customer Dispute
February 2012
Denied
Customer Dispute
June 2004
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Feltl Advisors
September 2013 - Present · 13 yrs 1 mo
Feltl & Company
January 2012 - Present · 14 yrs 9 mos
Feltl & CompanyBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Feltl Advisors
June 2013 - December 2013 · 6 mos
Oppenheimer & CO. INC.
July 2007 - February 2012 · 4 yrs 7 mos
Oppenheimer & CO. INC.Broker
January 2002 - February 2012 · 10 yrs 1 mo
Josephthal & CO., INC.Broker
April 1994 - January 2002 · 7 yrs 9 mos
Mathews, Holmquist & Associates, INC.Broker
June 1992 - April 1994 · 1 yr 10 mos
J. W. Gant & Associates, INC.Broker
January 1987 - June 1992 · 5 yrs 5 mos
Michelin and Company, INC.Broker
April 1986 - January 1987 · 9 mos
State Registrations28 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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