Timothy Humphreys is a CFP-designated registered investment advisor at Delaware Wealth Planners, based in Wilmington, DE, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 102 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delaware Wealth Planners offers investment management services where fees range from 0.25% to 1.50% of the value of your portfolio annually. The exact fee depends on the services provided, including whether a third-party money manager or sub-advisor is used. These fees are negotiable.
Location
2301 Pennsylvania Avenue, Wilmington, DE, 19806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is involved in several businesses, including Humphreys & Associates, Brown Heating & Cooling, Morvent Services, P.J. Fitzpatrick, LLC, Mid-Atlantic Organize Resources Company, and Jeff Fantes Heating & Air Conditioning, Inc. He also has investments in Green Recovery Technology, Miami Direct, and Aspire, and owns commercial properties associated with some of these businesses.
Employment History
Current Registrations
Delaware Wealth Planners
Previous Registrations
Penn Investment Advisors, INC.
State Registrations1 state
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