Timothy Menez
Timothy Menez is a ChFC-designated registered investment advisor at Capital Management Advisor Group, LLC, based in Walnut Creek, CA, with 35 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 88 clients with $230M 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 | 1.00% |
The maximum annual fee charged for Comprehensive Portfolio Management service will not exceed 1.00% and is often less. Fees are negotiable.
Fee Estimator
Location
1283 Boulevard Way, Walnut Creek, CA, 94595
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 ActivitiesSells Insurance
Timothy is an independent insurance agent selling fixed insurance products, including life insurance and annuities. This activity is investment-related.
Employment History
Current Registrations
Capital Management Advisor Group, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Hornor, Townsend & Kent, INC.
Wealth Management Consultants INC
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
State Registrations2 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.