Timothy Hammond
Timothy Hammond is a CFP, ChFC-designated registered investment advisor at Gateway Wealth Partners, LLC, based in West Chester, PA, with 19 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, Retirement Planning. Their firm serves 4,121 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gateway Wealth charges an annual fee based on the amount of your investments they manage. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a lower fee based on factors like future earning potential or the amount of assets managed.
Location
1065 Andrew Drive, West Chester, PA, 19380
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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 operates FocalPoint Wealth Management, LLC as a DBA for his LPL business and provides investment advisory services through Wealthcare Advisory Partners LLC, spending nearly full-time on the latter. He is also the owner and president of Hammond Financial Services and an independent agent for non-variable insurance through American Brokerage Services, Inc., dedicating a few hours per week to the insurance role.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Ameriprise Financial Services, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations7 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.