Timothy Windos
Timothy Windos is a registered investment advisor at Tjw Fiduciary Plan Consultants, LLC, based in Little Silver, NJ, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 42 clients with $3.7M 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 $20K | 1.25% |
| $20K - $500K | 1.00% |
| $500K - $750K | 0.88% |
| $750K - $1.0M | 0.78% |
| $1.0M - $1.5M | 0.68% |
| $1.5M - $2.0M | 0.57% |
| $2.0M - $2.5M | 0.47% |
| $2.5M - $5.0M | 0.38% |
| $5M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Little Silver, NJ
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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 a sole proprietor and insurance agent since 2017, offering insurance products and services. This takes about 10-20% of his time.
Employment History
Current Registrations
Tjw Fiduciary Plan Consultants, LLC
Previous Registrations
Lincoln Investment Planning, INC
AXA Advisors, LLC
Aig Retirement Advisors, INC.
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.