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CFP
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CFP

Timothy Rickey

Axxcess Wealth Management, LLC
7 Years of Experience
Laguna Beach, CA
Sells Insurance
View SEC Summary
View SEC Summary

Timothy Rickey is a CFP-designated registered investment advisor at Axxcess Wealth Management, LLC, based in Laguna Beach, CA, with 7 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, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 10,357 clients with $8.9B in assets under management.

Axxcess Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
10,357 clients
Average Client Portfolio
$857K average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.15% to 2.00% depending on portfolio size, scope, and complexity. Fees are negotiable at the advisor's discretion.

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

Location

32322 South Coast Hwy, Laguna Beach, CA, 92651

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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 is an insurance agent since June 2020, dedicating about 10% of his time to selling accident & health or sickness, life, and variable life and variable annuity insurance. He also operates under the DBA Zandbergen Group for his advisory business with Axxcess Wealth Management, LLC, since February 2023.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2021 - January 2023 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
June 2021 - January 2023 · 1 yr 7 mos
Wells Fargo Advisors Financial Network, LLC
August 2018 - February 2021 · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2018 - February 2021 · 2 yrs 9 mos
State Registrations1 state
CA
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.
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