Timothy Wissing
Timothy Wissing is a registered investment advisor at Cerity Partners LLC, based in New York, NY, with 24 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
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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 a member/manager and owner of Lucky Crimble Farm, LLC, a family farm, dedicating about 40% of his time to it. He is also an equity partner in IA Support Group, LLC, an administrative and support services company, and holds life, health, and variable insurance licenses to provide coverage to prospective clients.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Avantax Planning Partners, INC.
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
Honkamp Krueger Financial Services INC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Private Client Services, LLCBroker
Private Client Services, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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