Timothy Sample
Timothy Sample is a CFP-designated registered investment advisor at Sample Financial Solutions, LLC, based in Greenwood Village, CO, with 6 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 25 clients with $28M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable and paid quarterly in arrears based on a blended weighted calculation.
Fee Estimator
Contact
Timothy Sample
Location
5445 DTC Parkway, Penthouse 4, Greenwood Village, CO, 80111
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 →Employment History
Current Registrations
Sample Financial Solutions, 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.
Exams
Additional Information
Happily married for the last eight years, I have the privilege of raising two wonderful little girls. In my free time, I serve as a Team Lead for The Dad’s Edge Alliance, play golf, hike, and am actively continuing my weight-loss journey. Currently, I am down 126 pounds from my peak weight, with another forty pounds to go.
More Advisors
- Joshua Deloach, CFPNilsine Partners, LLC
- Patrick Smith, CFAFiduciary Consulting Group
- James Liddy, CFAAlvista Wealth Consulting, LLC
- Ryan Finch, CFPEmerson Equity LLC
- Matthew Lavoie, CFALarson Financial Group, LLC
- Derrick Watson, CFPStonebridge Capital Advisors LLC