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Timothy Foley
17 Years of Experience
May Earn Commission
Timothy Foley is a registered investment advisor at Deschutes Investment Consulting, LLC, based in Portland, OR, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 334 clients with $2.5B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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Location
200 SW Market Street, Suite 550, Portland, OR, 97201
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Deschutes Investment Consulting, LLC
January 2026 - Present · 3 mos
Previous Registrations
Voya Retirement Advisors, LLC
August 2023 - February 2024 · 6 mos
Voya Financial Partners, LLCBroker
February 2023 - February 2024 · 1 yr
Voya Financial Partners, LLC
February 2023 - July 2023 · 5 mos
Empower Advisory Group, LLC
May 2019 - November 2022 · 3 yrs 6 mos
Empower Financial Services, INC.Broker
February 2019 - November 2022 · 3 yrs 9 mos
Nylife Securities LLCBroker
September 2018 - February 2019 · 5 mos
Commonwealth Financial NetworkBroker
April 2012 - March 2018 · 5 yrs 11 mos
Putnam Retail Management Limited PartnershipBroker
September 2006 - April 2012 · 5 yrs 7 mos
Putnam Retail Management Limited PartnershipBroker
November 2005 - June 2006 · 7 mos
State Registrations1 state
OR
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.