T
Timothy C. Minneci
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
12
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$0
About
The firm provides financial planning and high‑level asset allocation advice to a small number of clients, including individuals, trusts, estates, corporations and retirement plans, and does not hold client funds or custody securities. It does not provide portfolio management or discretionary management of individual securities; clients retain control over investment decisions.
The firm's planning process involves document collection, goal and needs analysis, and written recommendations that incorporate tools such as Monte Carlo simulations (as provided by a client's broker) and technical‑analysis methods to inform suggested asset allocations. The adviser can review broker statements with clients and typically refers clients to outside money managers or broker/dealers to implement investment strategies rather than selecting individual securities itself.
Distinctive features include an affiliation with a broker‑dealer and that the firm’s sole adviser also serves as a registered representative and officer within affiliated broker‑dealer organizations, relationships that the firm discloses and that may involve fee‑sharing arrangements with other broker‑dealers. The firm is unusually small and compensation is structured around hourly, fixed‑fee, or broker‑sourced fee arrangements rather than percentage‑of‑assets fees, and the adviser devotes a material portion of time to broker‑dealer activities, which the firm discloses as a potential conflict of interest.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Fee options
Negotiated fixed fee ranging from $2,500 to $5,000 annually
$250/hour (non-negotiable)
Fee-only: Hourly rate at $250/hour; Fixed fees negotiated between $2,500 and $5,000 annually
Main office location
Timothy C. Minneci
333 International Drive, Suite A
Williamsville NY 14221, United States
Number of offices
1
Most active in
Timothy C. Minneci has reported serving >5 clients in these states in the last 12 months.
Florida · New York
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
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