Timothy Plonski
Timothy Plonski is a CFP-designated registered investment advisor at River Wealth Management LLC, based in Medina, OH, with 14 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, Investment Management, Retirement Planning. Their firm serves 249 clients with $83M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
River Wealth Management reserves the right to discount fees.
Fee Estimator
Location
5054 Paramount Blvd., Medina, OH, 44256
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 insurance sales professional with JK Investment Group, selling disability, life, and long-term care insurance products. This activity takes a few hours per week.
Employment History
Current Registrations
River Wealth Management LLC
Previous Registrations
Arbor Point Advisors
Jk Investment Group, INC.
Securities America, INC.Broker
State Registrations2 states
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.