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Timothy Taschler

Regal Advisory Services, INC.
23 Years of Experience
Oro Valley, AZ
1 Disclosure
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Timothy Taschler is a registered investment advisor at Regal Advisory Services, INC., based in Oro Valley, AZ, with 23 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 274 clients with $120M in assets under management.

Regal Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
274 clients
Average Client Portfolio
$443K average
Assets Under Management
$121.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.0% of managed assets, which may be negotiated. Additional platform or program fees may apply depending on the chosen custodian or strategy.

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

Location

Oro Valley, AZ

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History

Regulatory History (1)
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Customer Dispute
December 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Regal Advisory Services, INC.
October 2022 - Present · 4 yrs
Previous Registrations
Sprott Global Resource Investments LTDBroker
August 2016 - October 2022 · 6 yrs 2 mos
Sprott Asset Management USA INC.
August 2016 - October 2022 · 6 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2012 - August 2016 · 4 yrs 7 mos
Stifel, Nicolaus & Company, Incorporated
January 2012 - August 2016 · 4 yrs 7 mos
Wedbush Securities INC.
May 2007 - February 2012 · 4 yrs 9 mos
Wedbush Securities INC.Broker
May 2007 - February 2012 · 4 yrs 9 mos
A. G. Edwards & Sons, INC.
May 2003 - May 2007 · 4 yrs
A. G. Edwards & Sons, INC.Broker
May 2003 - May 2007 · 4 yrs
State Registrations2 states
AZCA
Advisor

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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