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CFP

Timothy Colvin

Concurrent Investment Advisors, LLC
31 Years of Experience
Kingsport, TN
1 Disclosure
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Timothy Colvin is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Kingsport, TN, with 31 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,277 clients with $16B in assets under management.

Concurrent Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
13,277 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.70%
$2.0M - $3.0M1.60%
$3.0M - $5.0M1.50%
$5.0M - $7.5M1.40%
$7.5M - $10.0M1.30%
$10M+1.00%

Fees are incremental and negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

125 W. Center St., Suite 101, Kingsport, TN, 37660

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy has a 25% ownership in property through Center Street Investment Company, LLC, dedicating minimal time to maintaining the property. He also has a 25% ownership in Center Street Wealth Management Group LLC, spending minimal time on the business.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
July 2014 - March 2025 · 10 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2014 - March 2025 · 10 yrs 8 mos
UBS Financial Services INC.
January 2004 - July 2014 · 10 yrs 6 mos
UBS Financial Services INC.Broker
May 2003 - July 2014 · 11 yrs 2 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
January 1996 - May 2003 · 7 yrs 4 mos
Jw Charles Securities,inc.Broker
November 1995 - January 1996 · 2 mos
Biltmore Securities, INCBroker
May 1995 - November 1995 · 6 mos
State Registrations2 states
TNTX
Advisor

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.

Exams
No exam information available for this advisor.
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Timothy Colvin - Financial Advisor | TrueAdvisor