Timothy Welchons
Timothy Welchons is a registered investment advisor at Ascent Wealth Partners, LLC, based in New Hartford, NY, with 15 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 1,024 clients with $1.3B 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 $1.0M | 1.15% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
89 Genesee Street, New Hartford, NY, 13413
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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 is involved in insurance sales, dedicating about 10% of his time to this non-investment related activity.
Employment History
Current Registrations
Ascent Wealth Partners, LLC
Previous Registrations
Bluefin Research Partners, INC.Broker
Canaccord Genuity 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.