Timothy Spuler is a ChFC-designated registered investment advisor at Truvine Financial, LLC, based in Moorestown, NJ, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 15 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fee is 0.85% annually for all assets under management, excluding cash.
Fee Estimator
Location
Moorestown, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy consults with businesses needing accounting, financial, supply chain, or general business support through his Single Member LLC. He dedicates about a quarter of his time to Parts Life, Inc. and about 10-20% of his time to Productive Plastics for consulting in finance, general business, and supply chain.
Employment History
Current Registrations
Truvine Financial, LLC
State Registrations2 states
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