TG
CFP
TG
CFP

Timothy Goodyear

12 Years of Experience
Tuscon, AZ
Sells Insurance

Timothy Goodyear is a CFP-designated registered investment advisor at Abbey Hill Financial Advisors, LLC, based in Tuscon, AZ, with 12 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 63 clients with $86M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
63 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$85.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The Firm, in its sole discretion, may waive or reduce its fee. Current client relationships may exist where the fees are higher or lower than this fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Tuscon, AZ

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Timothy sells and services fixed insurance products, including term life, disability, long-term care, critical illness, and executive compensation benefits through various carriers. This activity is insurance-related.

Employment History
Current Registrations
Abbey Hill Financial Advisors, LLC
December 2013 - Present · 12 yrs 5 mos
State Registrations2 states
AZMN
Advisor

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
No exam information available for this advisor.