Timothy Dutton is a CFP-designated registered investment advisor at Dutton Financial Planning, LLC, based in Aledo, TX, with 5 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2 clients with $420K 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee is negotiable. Dutton Financial Planning may also utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by Dutton Financial Planning.
Fee Estimator
Location
Aledo, TX
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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 →Other Business Activities
Timothy works as a Sales Manager for Cowtown Express Logistics, a transportation and logistics company, since 2023. This activity takes about a quarter of his time.
Employment History
Current Registrations
Dutton Financial Planning, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Colorado Financial Management LLC
State Registrations1 state
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.