Timothy Nobles
Timothy Nobles is a registered investment advisor at Ipi Wealth Management, INC., based in Sibley, IA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10,743 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPI Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio. The annual fee will not exceed 2% on any asset level, but other program fees may increase the annual fee above 2%. This fee can be negotiated. Here is a sample of their fee schedule:
- $0 - $250,000: 2.0%
- $250,001 to $500,000: 1.5%
- $500,001 to $1,000,000: 1.25%
- $1,000,001 to $3,000,000: 1.00%
- $3,000,001 and above: 0.75%
Location
Sibley, IA
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2025Customer Dispute
January 2025Customer Dispute
November 2024Other Business ActivitiesSells Insurance
Timothy sells fixed insurance products through Brokerage Unlimited since 2014. This requires minimal time commitment.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Investment Planners, INC.
State Registrations10 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.