Timothy Wheeler is a registered investment advisor at King Financial, based in Bozeman, MT, with 2 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 152 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 | 1.00% |
Fees are generally negotiable. If KFI directs clients to Asset Mark, the total annual fee is 1.50%, with KFI receiving 1.00% and Asset Mark receiving 0.50%.
Fee Estimator
Location
2006 Stadium Dr Ste 103, Bozeman, MT, 59715
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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 owns a CPA practice with several employees and intends to continue operating it. He does not receive commissions from this business.
Employment History
Current Registrations
King Financial
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.