Advisor at Sample Financial Solutions, LLC
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.
Firm
Sample Financial Solutions, LLC
Location
Greenwood Village, CO 80111
Credentials
CFP®, Series 65
Industry experience
6 years
Timothy Sample is a CFP®-certified financial advisor with six years of industry experience. He is the sole advisor at Sample Financial Solutions, LLC, an independent firm he has led since 2019. Prior to founding his firm, he spent twelve years at Western Union Financial Services. He also teaches part-time at a university. Sample Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs a primarily passive investment approach using index mutual funds and ETFs, complemented by fundamental and cyclical analysis when appropriate, and manages client accounts on a discretionary basis.
Based on Sample Financial Solutions, LLC
Project-Based Financial Planning Fixed Fee: $500 to $10,000 (negotiable)
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
$250.00 per hour (negotiable)
Ongoing Financial Planning quarterly fee: $450 to $3,000 (negotiable)
Account minimum: $5,000 Fee-only: Financial Planning Hourly: $250.00 per hour (negotiable). Project-Based Financial Planning Fixed Fee: $500 to $10,000 (negotiable). Ongoing Financial Planning quarterly fee: $450 to $3,000 (negotiable). Upfront charge for ongoing planning: $0 to $10,000 (negotiable).
5445 Dtc Parkway, Penthouse 4
Greenwood Village, CO 80111
Colorado · Texas
Sample Financial Solutions, LLC
2019 - Present (7 years)
Western Union Financial Services
2007 - 2019 (12 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
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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