Timothy Hilterman
Timothy Hilterman is a CFP-designated registered investment advisor at Whitaker-Myers Wealth Managers, LTD., based in Mansfield, OH, with 16 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, Financial Planning & Coaching, and 5 more. Their firm serves 3,458 clients with $850M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
1485 Lexington Ave., Mansfield, OH, 44907
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 Activities
Timothy is on the Richland Academy board, rents his van on Turo, and his son operates an Instacart business in Timothy's name. These activities are not investment-related.
Employment History
Current Registrations
Whitaker-Myers Wealth Managers, LTD.
Previous Registrations
Whitcomb & Hess, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mwa Financial Services 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.
Exams
More Advisors
- Logan Doup, CFPWhitaker-Myers Wealth Managers, LTD.
- Drew Hodgson, CFPWhitaker-Myers Wealth Managers, LTD.
- Jennifer Henderson, CFPPinnacle Advisors
- Tony Newman, CFPQuest Wealth Solutions, INC.
- Chanley Christman, CFPQuest Wealth Solutions, INC.
- Ryan Patton, ChFCOpenarc Corporate Advisory, LLC