Timothy Kimmel
Timothy Kimmel is a CFP-designated registered investment advisor at Paul R. Ried Financial Group, LLC, based in Bellevue, WA, with 34 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,060 clients with $1.3B 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $7.5M | 0.75% |
| $7.5M+ | 0.50% |
Fees are blended. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
10801 Main Street, Suite 201, Bellevue, WA, 98004-6366
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 sells fixed insurance products, including life insurance, annuities, and long-term care, dedicating minimal time to this. He also owns rental property and serves as a board member for a charitable organization, Monster and Sea, and works as an advisory representative for ORIA - Paul R. Ried Financial Group, LLC, spending about a quarter of his time on financial planning and investment advisory services.
Employment History
Current Registrations
Paul R. Ried Financial Group, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Irm Distributors, INC.Broker
State Registrations2 states
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