Timothy Saeli
Timothy Saeli is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 9 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
- Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
- Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
Location
14321 North Northsight Blvd, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Criminal
April 2015Other Business Activities
Timothy is the owner of TJSales Enterprises, LLC, an e-commerce business, since 2022. He dedicates a few hours per week to general business duties.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing Corporation
State Registrations53 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.
Exams
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