Timothy Whetro
Timothy Whetro is a CFP-designated registered investment advisor at Capital Investment Advisory Services, LLC, based in Toledo, OH, with 37 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B 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 | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
4169 Holland-Sylvania Road, Suite 103, Toledo, OH, 43623
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Timothy is an outside representative for Gleaner Life Insurance since 2008, selling fixed products. He is also the owner of Whetro Advisors, a financial planning firm, dedicating nearly full-time hours to it, and an agent/rep for Financial Independent Group (FIG), spending minimal time selling fixed products.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Previous Registrations
Buckingham Financial Group, INC.
Buckingham Capital Management, INC.
Nrp Financial, INC.Broker
Oberlin Financial CORP.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Donahue Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations9 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.