Timothy Walt is a registered investment advisor at Cvw Financial, LLC, based in Plymouth, MA, with 3 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 36 clients with $9.8M 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 | 1.25% |
Fees are negotiable.
Fee Estimator
Location
Plymouth, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cvw Financial, LLC
State Registrations1 state
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