Liam Timmons is a CFP-designated registered investment advisor at Timmons Wealth Management, based in Attleboro, MA, with 19 years of industry experience. Liam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 150 clients with $180M 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees for amounts over $10,000,000 are negotiable. Minimum household asset level is generally $250,000, which may be waived at the firm's discretion.
Fee Estimator
Contact
Liam Timmons
Location
300 North Main Street, Attleboro, MA, 02703
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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 →Employment History
Current Registrations
Timmons Wealth Management
Previous Registrations
Finarc LLC
State Registrations4 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.
Exams
Additional Information
Liam has a Bachelor of Arts (B.A.) in Political Science from Boston College and a Master’s in Business Administration (MBA) with a concentration in Asset Management from the Carroll Graduate School of Management at Boston College where he graduated with top honors.
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