Advisor at Monocacy Wealth Management, LLC
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Firm
Monocacy Wealth Management, LLC
Location
Frederick, MD 21701
Credentials
Series 65
Industry experience
4 years
Timothy Miller is a financial advisor at Monocacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Monocacy Wealth Management since 2021. Outside of his advisory role, he is a partner at Faragalla and Associates, an accounting and consulting firm, and is involved as co-owner and insurance agent with Monocacy Insurance Group. He also has interests in technology and real estate ventures. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies across multiple asset classes and integrates tax, insurance, and real estate considerations through affiliated businesses.
Based on Monocacy Wealth Management, LLC
$1,500 to $10,000
$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $3,000,000: 1.00% $3,000,000.01+: 0.75%
$200 to $350 per hour
Fee-only: Hourly fees range from $200 to $350; Flat fees range from $1,500 to $10,000
9099 Ridgefield Drive, Suite 205
Frederick, MD 21701
Maryland
Monocacy Wealth Management, LLC
2021 - Present (5 years)
Faragalla and Associates
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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My name is Matthew, your advisor at Cadence Planning. I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me. That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well. The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising. In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks. It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.
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