Timothy Denehy
Timothy Denehy is a CFP-designated registered investment advisor at Advocacy Wealth Management, LLC, based in Enfield, CT, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,487 clients with $2.1B 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 - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable above $3,000,000. The firm can charge a maximum fee up to 2% under certain circumstances.
Fee Estimator
Location
276 Hazard Avenue, Suite #9, Enfield, CT, 06082
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 agent at Forge Consulting, LLC, a general insurance agency, since 2014. He spends a few hours per week placing annuity and life products as part of an integrated plan for Advocacy Wealth Clients.
Employment History
Current Registrations
Advocacy Wealth Management, LLC
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.