Advisor at Quinn Financial Planning, LLC
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Firm
Quinn Financial Planning, LLC
Location
Orland Park, IL 60462
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Timothy Quinn is a CFP® professional with 26 years of experience in financial planning. He is the principal of Quinn Financial Planning, LLC, an independent firm he founded in 2009. In addition to his advisory role, he is a partner at GT Tax & Business Services, LLC, where he provides tax advice, planning, and preparation. Quinn Financial Planning serves individuals, trusts, and qualified retirement plans with discretionary investment management and comprehensive financial planning, including retirement, estate, insurance, college, and tax planning. The firm uses a structured, risk-based asset allocation process and offers limited pension consulting focused on investment planning and asset allocation for small businesses.
Based on Quinn Financial Planning, LLC
Based on Quinn Financial Planning, LLC
$0 - $1,000,000: 0.90% annually $1,000,001+: 0.80% annually
Account minimum: $500,000
9501 W. 144 Th Place, Suite 300 E
Orland Park, IL 60462
Illinois
GT Tax & Business Services, LLC
2015 - Present (11 years)
Quinn Financial Planning, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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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