Timothy Mcneely
Advisor at Farther
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Timothy Mcneely is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at Raymond James, Dynamic Wealth, and Strategy Asset Managers. Outside of his advisory work, he owns a business focused on real estate, education, speaking, publishing, and coaching. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios with automatic rebalancing and primarily invests in ETFs, mutual funds, individual equities, and fixed income.
Client services
Based on Farther
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Based on Farther
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Fee options
Flat annual fee basis (negotiable)
Negotiable up to $1,000 per hour
Location
Bakersfield, CA
Most active in
Timothy M has reported serving >5 clients in these states in the last 12 months.
California
Work history
Farther Finance Advisors
2024 - Present (2 years)
Strategy Asset Managers
2024 - 2024 (1 year)
Dynamic Wealth
2019 - 2024 (5 years)
Raymond James
2009 - 2019 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Lance H
Series 65
Bakersfield, CA
Howard Financial
Jack F
Series 63, Series 65
Bakersfield, CA
Visionary Wealth Planners LLC
Laurence M
CFP®, Series 63, Series 65
Bakersfield, CA
WealthTarget Investment Advisors, LLC
Daniel P
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Jeffrey M
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Stanley G
Series 63
Bakersfield, CA
Sierra Capital Management
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