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Timothy Hewitt

11 Years of Experience
Chesapeake, VA
BrokerSells Insurance

Timothy Hewitt is a registered investment advisor at VALIC Financial Advisors, INC., based in Chesapeake, VA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

Chesapeake, VA

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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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Other Business ActivitiesSells Insurance

Timothy works as an agent for AGIA, selling non-securities insurance products. This requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
June 2015 - Present · 10 yrs 11 mos
VALIC Financial Advisors, INC.
September 2014 - Present · 11 yrs 8 mos
VALIC Financial Advisors, INC.Broker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Park Avenue Securities LLCBroker
August 2014 - September 2014 · 1 mo
Edward JonesBroker
March 2014 - May 2014 · 2 mos
State Registrations6 states
FLGAMDNCSCVA
AdvisorBrokerBoth

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.
Timothy Hewitt - Financial Advisor | TrueAdvisor