Timothy Houten
Timothy Houten is a registered investment advisor at Life Planning Advisors LLC, based in Phoenix, AZ, with 14 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, High Net Worth, Investment Management, and 1 more. Their firm serves 964 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Life Planning Advisors offers asset management services where they create and manage a portfolio for you. The annual fee is a percentage of the assets they manage, billed quarterly. The percentage varies based on the amount invested:
- $0 to $250,000: 1.00% - 2.00%
- $250,000 to $1,000,000: 0.75% - 1.50%
- Greater than $1,000,000: 0.50% - 1.0%
Location
1702 East Highland Ave, Suite 130, Phoenix, AZ, 85021
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 1998Other Business ActivitiesSells Insurance
Timothy is the President of Sonoran Wealth Systems since 2005. He also sells fixed insurance products, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Life Planning Advisors LLC
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Lifesmart Wealth Management, LLC
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.