Timothy Gelinas
Timothy Gelinas is a registered investment advisor at Tlg Advisors, INC., based in Marietta, GA, with 26 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.
Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.
Location
2551 Roswell Road NE, Suite 209, Marietta, GA, 30062
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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 the President/CEO of Estate Settlement Services Inc., spending minimal time overseeing operations. He is also the President of Senior Financial Planning LLC, where he sells insurance products and helps clients with financial planning, dedicating about a quarter of his time. Additionally, Timothy teaches classes about Israel and works as an IAR Rep for TLG Advisors, Inc., spending a few hours per week on each activity.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
State Registrations25 states
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