Timothy Adams
Timothy Adams is a registered investment advisor at Inception Financial Services, based in Costa Mesa, CA, with 4 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, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 67 clients with $20M 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 | 1.50% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
3420 Bristol St. Ste 600, Costa Mesa, CA, 92626
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 →Other Business ActivitiesSells Insurance
Timothy offers life, health, and annuity insurance products as an independent contractor, dedicating about 10-20% of his time to this. He also provides accounting and bookkeeping services through Imagine 320 Inc, spending about 10-20% of his time on this as well.
Employment History
Current Registrations
Inception Financial Services
Previous Registrations
Wealth Watch Advisors, INC
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.