Timothy Massie is a CFP-designated registered investment advisor at Timepiece Financial Planning, INC., based in Spokane, WA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 159 clients with $74M 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 | 0.75% |
Annualized asset-based fee of 0.75% for investment supervisory services. Pension consulting services charge up to 1% based on included plan assets.
Fee Estimator
Contact
Timothy Massie
Location
1312 N Monroe Street, Suite 136, Spokane, WA, 99201
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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 →Employment History
Current Registrations
Timepiece Financial Planning, INC.
Previous Registrations
Kms Financial Services, INC
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Banc of America Investment Services, INC.
State Registrations4 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.
Exams
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