TH
CFP
TH
CFP

Timothy Hill

37 Years of Experience
Phoenix, AZ
BrokerSells Insurance

Timothy Hill is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Phoenix, AZ, with 37 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

15215 South 48th Street, Suite 170, Phoenix, AZ, 85044

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Timothy sells fixed insurance, dedicating minimal time to this activity. He is also an Investment Advisor Representative (IAR) of Krueger Financial Services, offering financial planning services, also dedicating minimal time.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
July 2024 - Present · 1 yr 10 mos
Commonwealth Financial Network
July 2024 - Present · 1 yr 10 mos
Krueger Financial
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - July 2024 · 10 mos
Osaic Wealth, INC.Broker
September 2023 - July 2024 · 10 mos
Sagepoint Financial, INC.
April 2018 - September 2023 · 5 yrs 5 mos
Sagepoint Financial, INC.Broker
April 2018 - September 2023 · 5 yrs 5 mos
LPL Financial LLC
November 2017 - April 2018 · 5 mos
LPL Financial LLCBroker
November 2017 - April 2018 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2011 - November 2017 · 6 yrs 10 mos
National Planning CorporationBroker
January 2009 - November 2017 · 8 yrs 10 mos
Aig Financial Advisors, INC.Broker
October 2005 - January 2009 · 3 yrs 3 mos
Sunamerica Securities, INC.Broker
May 1992 - October 2005 · 13 yrs 5 mos
Anchor National Financial Services, INC.Broker
August 1991 - May 1992 · 9 mos
R. G. Dickinson & CO.Broker
December 1987 - December 1990 · 3 yrs
Principal Investors CorporationBroker
September 1986 - December 1986 · 3 mos
State Registrations34 states
ALARAZCACOFLGAIAIDILINKSMAMDMNMOMTNCNDNJNMNVOHOKPASCSDTNTXUTVAWAWIWV
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.