Timothy Steele is a registered investment advisor at Vantage Financial Group, based in Auburn, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 436 clients with $110M 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 | 2.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
164 Maple St., Suite 1, Auburn, CA, 95603
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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.
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Timothy works as a Principal Business Analyst at Oracle America, dedicating about half of his time. He also serves as an Associate Professionals Pastor at The Pointe Church, spending about 10-20% of his time there. Additionally, since February 2024, Timothy assists in the creation of trusts for clients at Encorestate Planning.
Employment History
Current Registrations
Vantage Financial Group
Previous Registrations
Hbw Advisory Services 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.