Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
565 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$590.3M

Fee Structure

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Location

Thousand Oaks, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Timothy manages a resource center at Calvary Community Church, selling Christian gifts, books, and resources. This activity takes about half of his time.

Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
July 2024 - Present · 1 yr 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.