Timothy Alford is a CFP-designated registered investment advisor at Money Concepts Advisory Service, based in Moraga, CA, with 7 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
Moraga, CA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Timothy is an employee of NorthPoint Tax, Wealth and Business Advisory, LLP, spending more than full-time hours there. He also owns Wheelhouse LLC, dedicating minimal time to it outside of securities trading hours; this activity is not investment-related.
Employment History
Current Registrations
Money Concepts Advisory Service
Previous Registrations
Reset Investment Management
Financial Network Investment Corporation
State Registrations1 state
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
More Advisors
- Wenjia Liu, CFATeapot Investments LLC
- Michael Wilson, ChFCBlueprint Retirement Advisors LLC
- Kevin Chung, CFA, CFPGenerative Family Office LLC
- Marc Larhette, CFPOsaic Wealth, INC.
- Kevin Fung, CFPCitigroup Global Markets INC.