Timothy Oshima
Timothy Oshima is a CFP-designated registered investment advisor at Acclaro Wealth Management, based in Walnut Creek, CA, with 13 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $4.6M 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 | 1.50% |
Fees may be negotiable based on the client's specific investment situation and complexity of investment advisory services needed.
Fee Estimator
Location
1840 San Miguel Drive, 202, Walnut Creek, CA, 94596
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 owns Simplera Benefits, an agency for the sale of non-variable insurance, and spends about half his time on this. He also provides financial planning services through Acclaro Wealth Management (about 10-20% of his time) and acts as an advisor for GuideFinancial software (minimal time).
Employment History
Current Registrations
Acclaro Wealth Management
Previous Registrations
LPL Financial LLC
Acclaro Wealth Management
State Registrations1 state
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