Timothy Spyrnal
Timothy Spyrnal is a registered investment advisor at Spyrnal Financial Group, based in Lake Geneva, WI, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 376 clients with $120M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Advisory fees are negotiable at the Advisor’s discretion.
Fee Estimator
Location
Lake Geneva, WI
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 an independent insurance agent with Spyrnal and Associates, LLC, selling various insurance products, annuities, life insurance, and long-term care, dedicating about 40% of his time. Timothy is also the registered agent and manager of Snowbird Insurance Group, LLC, which currently does not conduct any business.
Employment History
Current Registrations
Spyrnal Financial Group
Previous Registrations
Global Financial Private Capital, LLC
Horter Investment Management, LLC
Thrivent Investment Management INC.
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.