Lydia Newby is a CFP-designated registered investment advisor at Timothy Financial Counsel, INC., based in Wheaton, IL, with 9 years of industry experience. Lydia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Start-the-Clock Hourly Advice — Open-ended meetings billed at hourly rates ranging from $375 to $800 per hour depending on the advisor
- Level 1 Financial Plan — $3,750 to $7,500 for low complexity plans involving basic tax planning, college savings, and retirement contributions
- Level 2 Financial Plan — $5,625 to $11,250 for low to moderate complexity plans with cash flow projections and comprehensive recommendations
- Level 3 Financial Plan — $7,500 to $15,750 for moderate complexity plans including advanced tax strategies, employee benefits, and small business consulting
- Level 4 Financial Plan — $11,250 to $19,800 for moderate to high complexity plans covering executive compensation, complex estate documents, and business ownership
- Level 5 Financial Plan — $18,000 and up for high complexity situations involving substantial wealth, complex estates, or unique business assets
- Investment Implementation Assistance — $215 per hour for team members to coach clients through implementing recommendations and executing trades themselves
Contact
Lydia Newby
Location
104 E. Roosevelt Road, Suite 200, Wheaton, IL, 60187
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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 →Employment History
Current Registrations
Timothy Financial Counsel, INC.
State Registrations1 state
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Exams
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