Advisor at Aton Advisors, 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
Aton Advisors, LLC
Location
Marana, AZ
Credentials
PFS™, Series 66
Industry experience
23 years
Timothy Schott is a financial advisor at Aton Advisors, LLC with 23 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Aton Advisors since 2010. Aton Advisors provides personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using factor-based and passively managed index funds and ETFs, global diversification, and client-specific investment policy statements.
Based on Aton Advisors, LLC
Fixed fees for financial plans starting at $3,000 (negotiable), and retainer agreements with fees based on complexity and negotiable.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.55% $5,000,001+: 0.40%
$350 per hour for follow-on implementation work and limited scope engagements.
Account minimum: No minimum account size required; however, Advisory Service Agreements have different service levels with suggested minimum asset levels ($500,000; $1,000,000; $2,500,000) but ATON Advisors has discretion to waive these minimums. Minimum fee: Minimum fee for financial planning is $3,000 (negotiable); no minimum annual fee for Advisory Service Agreements Fee-only: Firm is strictly fee-only; no commissions accepted.
Marana, AZ
Arizona · Colorado · Louisiana · Texas
Aton Advisors, LLC
2010 - Present (16 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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