Timmons Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$179,244,928
Clients
150
40% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
150
Very HighAverage account size
$1,194,966
About
Timmons Wealth Management provides wealth management services to individuals — including high‑net‑worth households — as well as small businesses and charitable organizations, combining investment management with customized financial planning as part of its standard client engagement. The firm prepares a written Investment Policy Statement for each client household and generally manages accounts on a discretionary basis.
The firm’s investment process blends fundamental due diligence on funds and managers with cyclical (macro) analysis to establish and actively manage customized asset allocations, primarily using mutual funds and ETFs with selective use of individual securities and REITs. Timmons also makes limited use of alternative strategies, including interval funds, as diversification tools when appropriate, and monitors and rebalances portfolios in line with clients’ objectives.
Noteworthy attributes include a relatively large asset base managed by a compact advisor team — roughly $179 million across about 150 client households — and inclusion of financial planning within the ongoing advisory relationship rather than as a standalone offering. The firm directs clients to an institutional custodian platform, does not participate in wrap programs, leaves proxy voting to clients, and maintains a formal Code of Ethics with personal‑trading restrictions.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Private / alternative investments
Real estate investing
Fee options
Flat fee arrangements may be charged at discretion, but no specific flat fee amounts stated.
$0 - $250,000: 1.25% $250,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable
$150 per hour with a minimum fee of $600 for work done prior to account funding if agreement is terminated after 5 business days without funding.
Account minimum: $250,000
Main office location
Timmons Wealth Management
300 North Main Street
Attleboro MA 02703, United States
Number of offices
1
Most active in
Timmons Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · New Hampshire · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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