TB
TB

Timothy Bohnett

15 Years of Experience
Phoenix, AZ
1 Disclosure

Timothy Bohnett is a registered investment advisor at Farther, based in Phoenix, AZ, 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 Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
332 advisors
Number of Clients
14,965 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$16.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Phoenix, AZ

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History

Regulatory History (1)
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Criminal
July 1998
Final Disposition
Employment History
Current Registrations
Farther
March 2025 - Present · 1 yr 7 mos
Previous Registrations
TD Ameritrade, INC.
July 2021 - July 2022 · 1 yr
TD Ameritrade, INC.Broker
July 2021 - July 2022 · 1 yr
Optionsxpress, INC.Broker
April 2016 - November 2017 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
July 2011 - November 2024 · 13 yrs 4 mos
Charles Schwab & CO., INC.
July 2011 - November 2024 · 13 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
March 2011 - April 2011 · 1 mo
State Registrations1 state
AZ
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.
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