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Timothy Thurston

22 Years of Experience
Dallas, TX
2 DisclosuresSells Insurance

Timothy Thurston is a registered investment advisor at Accelerate Retirement, based in Dallas, TX, with 22 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
916 clients
Average Client Portfolio
$265K average
Assets Under Management
$242.8M

Fee Structure

Minimum Investment:$25K

Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.

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Location

3232 McKinney Avenue, Suite 500, Dallas, TX, 75204

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History

Regulatory History (2)
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Criminal
August 2004
Final Disposition
Criminal
April 1994
Final Disposition
Other Business ActivitiesSells Insurance

Timothy is a Minister of Music at Community North Baptist Church since 2017, dedicating about 10% of his time. He is also a licensed insurance agent, recommending insurance products on a commission basis and spending minimal time on this activity.

Employment History
Current Registrations
Accelerate Retirement
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
NFP Retirement INC.
December 2022 - July 2023 · 7 mos
Visionpoint Advisory Group
July 2019 - December 2022 · 3 yrs 5 mos
LPL Financial LLCBroker
July 2019 - June 2021 · 1 yr 11 mos
HUB International Investment Advisory Services INC.
February 2018 - April 2019 · 1 yr 2 mos
Ips Advisors
January 2015 - March 2018 · 3 yrs 2 mos
Lion Street Financial, LLCBroker
January 2015 - April 2019 · 4 yrs 3 mos
NFP Advisor Services, LLC
May 2007 - January 2015 · 7 yrs 8 mos
NFP Advisor Services, LLCBroker
April 2007 - January 2015 · 7 yrs 9 mos
Metlife Securities INC.
May 2003 - December 2005 · 2 yrs 7 mos
Metlife Securities INC.Broker
May 2003 - December 2005 · 2 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
May 2003 - December 2005 · 2 yrs 7 mos
Princor Financial Services CorporationBroker
June 2002 - February 2003 · 8 mos
State Registrations1 state
TX
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.