Advisor at Timepiece Financial Planning, Inc.
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Firm
Timepiece Financial Planning, Inc.
Location
Battle Ground, WA 98604
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.
Based on Timepiece Financial Planning, Inc.
Based on Timepiece Financial Planning, Inc.
$180 per hour
Ongoing financial planning program: $600 per quarter
Fee-only: Hourly planning and consultation: $180/hour; Ongoing financial planning: $600/quarter; Asset-based investment supervisory services: 0.75% annually; Pension consulting services: up to 1.0% annually, negotiable
209 East Main Street, Suite 139
Battle Ground, WA 98604
Alaska · Oregon · Texas · Washington
Timepiece Financial Planning LLC
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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