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Timothy Nabers

Fmp Wealth Advisers
24 Years of Experience
Austin, TX
View SEC Summary
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Timothy Nabers is a registered investment advisor at Fmp Wealth Advisers, based in Austin, TX, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 748 clients with $1.3B in assets under management.

Fmp Wealth Advisers
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
748 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are a combination of a percentage of assets under management (ranging from 1.0% to 0.15%) and a flat fee ranging from $0 to $2,500. Separately managed account strategies with sub-advisors range from 0.60% to 1.50%.

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

6034 West Courtyard Drive, Suite 380, Austin, TX, 78730

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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 Activities

Timothy is a director at Citizens National Bank since 2010, attending monthly board meetings. This requires a few hours per week, most of which occur during trading hours.

Employment History
Current Registrations
Fmp Wealth Advisers
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
April 2005 - January 2018 · 12 yrs 9 mos
Raymond James & Associates, INC.Broker
April 2005 - January 2018 · 12 yrs 9 mos
UBS Financial Services INC.
June 2002 - April 2005 · 2 yrs 10 mos
UBS Financial Services INC.Broker
November 2001 - April 2005 · 3 yrs 5 mos
State Registrations2 states
LATX
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.
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