Timothy Sittler
Timothy Sittler is a CFP-designated registered investment advisor at Planning Works Advisory, INC., based in Austin, TX, with 20 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 129 clients with $200M 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 | 1.85% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $5.0M | 1.30% |
| $5.0M - $7.5M | 1.20% |
| $7.5M - $1.0M | 1.10% |
| $1M+ | 0.90% |
Portfolio management fees are negotiated prior to engagement at a rate not to exceed 2.00%.
Fee Estimator
Location
7719 Wood Hollow Drive, Ste 216, Austin, TX, 78731
Get directionsHistory
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 self-employed independent insurance agent. He is also an employee/shareholder of Planning Works, Inc., an entity established for accounting and tax purposes.
Employment History
Current Registrations
Planning Works Advisory, INC.
Previous Registrations
Waterloo Capital
Calton & Associates, INC.Broker
Calton & Associates, INC.
P1 Capital LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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
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