TrueAdvisor
TrueAdvisor
TK
CFP
TK
CFP

Timothy Kuntz

Vantage Point Financial, LLC
11 Years of Experience
Lisle, IL
Sells Insurance
View SEC Summary
View SEC Summary

Timothy Kuntz is a CFP-designated registered investment advisor at Vantage Point Financial, LLC, based in Lisle, IL, with 11 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, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 566 clients with $480M in assets under management.

Vantage Point Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
566 clients
Average Client Portfolio
$856K average
Assets Under Management
$484.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.50% to 1.50% based on complexity, asset level, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2443 Warrenville Road, Suite 630, Lisle, IL, 60532

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Timothy sells non-variable insurance products, including fixed index annuities, term life, and whole life insurance, through Vantage Point Insurance, LLC since 2018. This activity takes about 10-20% of his time during market hours.

Employment History
Current Registrations
Vantage Point Financial, LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Sigma Financial CorporationBroker
October 2017 - December 2019 · 2 yrs 2 mos
Spc
November 2015 - January 2020 · 4 yrs 2 mos
Welgat Wealth Management
April 2015 - December 2015 · 8 mos
State Registrations3 states
IAILTX
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.
More Advisors
More financial advisors in Lisle, IL →All financial advisors in Illinois →