Timothy Walsh
Timothy Walsh is a registered investment advisor at Xenith Financial Advisory Services, LLC, based in Fort Worth, TX, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 79 clients with $19M 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 | 2.50% |
Fees are negotiable.
Fee Estimator
Location
Fort Worth, TX
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2024Customer Dispute
May 2017Employment Separation After Allegations
May 2016Other Business ActivitiesSells Insurance
Timothy owns and operates Xenith Financial Solution Center, LLC, an insurance agency offering property and casualty, life & health insurance, pre-paid legal services, credit/debt repair services, and trust services, dedicating a few hours per week. He also sells investment-related software and is involved with a non-profit, Xenith Financial Ministries, Inc.
Employment History
Current Registrations
Xenith Financial Advisory Services, LLC
Previous Registrations
Fortune Financial Services, INC.Broker
World Choice Securities, INC.
World Choice Securities, INC.Broker
Titan SecuritiesBroker
Parsonex Securities, INC.Broker
C C F Investments, INC.Broker
The Leaders Group, INC.Broker
State Registrations2 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.