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Timothee Hammond

15 Years of Experience
Indianapolis, IN

Timothee Hammond is a registered investment advisor at Hoosier Financial Planning, LLC, based in Indianapolis, IN, with 15 years of industry experience. Timothee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 67 clients with $22M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$328K average
Assets Under Management
$22.0M

Fee Structure

Planning is included in investment management

Hoosier Financial Planning offers investment management through wrap accounts. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for these services.

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Location

Indianapolis, IN

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History

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.

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Employment History
Current Registrations
Hoosier Financial Planning, LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Edward Jones
August 2010 - August 2019 · 9 yrs
Edward JonesBroker
June 2010 - August 2019 · 9 yrs 2 mos
State Registrations1 state
IN
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.
Timothee Hammond - Financial Advisor | TrueAdvisor