Betty Tomlinson
Betty Tomlinson is a registered investment advisor at Cimarron Wealth Management, INC., based in Montrose, CO, with 27 years of industry experience. Betty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 572 clients with $330M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.70% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Location
1701 Niagara Rd, Montrose, CO, 81401
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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 Activities
Betty is a partner in OK Holdings, LLC and OK Gunnison, LLC, both real estate rental businesses, dedicating minimal time to each. She also works full-time as an investment advisor representative (IAR) through Cimarron Wealth Management, Inc., an independent investment advisor firm.
Employment History
Current Registrations
Cimarron Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
Strategic Wealth Advisors Group
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Invest Financial CorporationBroker
State Registrations8 states
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