Timothy Mcdermott
Timothy Mcdermott is a CFP, ChFC-designated registered investment advisor at Financial Partners Group, INC., based in Overland Park, KS, with 27 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,146 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FPG charges a percentage of your portfolio's value annually for investment management services. This fee covers investment advice, trading, and ongoing account maintenance. The specific fee is outlined in your Investment Advisory Agreement and can vary based on the size and complexity of your portfolio. FPG's maximum annual advisory fee is 1.25%. Fees are typically deducted from your account by the custodian, but you can also pay by check.
Location
10925 Antioch Road, Suite 100, Overland Park, KS, 66210
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Timothy is a managing partner/owner of Financial Partners Group, an RIA, dedicating nearly full-time hours to it. He is also an independent insurance agent and owner of McDermott Advisory Services, brokering fixed life, annuity, and P&C business, and spends about 10-20% of his time on each.
Employment History
Current Registrations
Financial Partners Group, INC.
Previous Registrations
Mutual Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations2 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.