Timothy Shealy
Timothy Shealy is a registered investment advisor at Shealy Wealth Advisory LLC, based in Boca Raton, FL, with 30 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 153 clients with $18M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
4600 North Dixie Highway, Boca Raton, FL, 33431
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 involved in several business activities, including real estate rental since 2012, providing investment advisory services through Shealy Wealth Advisory LLC (taking nearly full-time), and being a business owner of Tiko Holdings since 2013. He also owns Shealy Wealth Management, an insurance agency, and helps oversee the financials of A.I.M. Academy.
Employment History
Current Registrations
Shealy Wealth Advisory LLC
Previous Registrations
Shealy Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Smith Barney INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations6 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.