Arthur Timpe
Arthur Timpe is a CFP-designated registered investment advisor at Timpe & Timpe Financial Advisory Services, L.L.C., based in Zionsville, IN, with 23 years of industry experience. Arthur 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, High Net Worth, and 4 more. Their firm serves 135 clients with $59M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable in certain circumstances. There is a $500 minimum annual fee.
Fee Estimator
Location
4801 Northwestern Drive, Zionsville, IN, 46077
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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
Arthur is a supervisor at Timpe & Timpe CPA's, LLC, a CPA firm, where he works full-time providing tax compliance, consulting, and accounting services. He is also a principal owner of Accountable Payroll, LLC, and may refer clients to this service.
Employment History
Current Registrations
Timpe & Timpe Financial Advisory Services, L.L.C.
Previous Registrations
Intrepid Financial Planning Group, LLC
State Registrations5 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.