Timpanogos Financial Advisors, Inc. logo

Timpanogos Financial Advisors, Inc.

Updated today

Client assets under management

$99,200,000

Clients

209

19% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

105

High

Average account size

$474,641

About

Timpanogos Financial Advisors serves individual and high‑net‑worth clients with discretionary asset management, financial planning, and retirement‑plan advisory services, including limited‑scope ERISA 3(21) plan work. The firm is small in scale—two advisors managing roughly $99.2 million across about 209 client relationships.

TFA implements client‑specific asset allocation and portfolio management using discretionary authority and may engage sub‑advisors and third‑party platforms (including Orion Portfolio Solutions and model marketplace arrangements) to execute strategies that use mutual funds, ETFs and individual securities; the firm also offers socially conscious/ESG options and permits client‑imposed investment restrictions. Its financial planning and consulting services cover topics such as retirement and estate planning, business and real estate planning, employee benefits optimization, and participant education for plan sponsors.

Distinctive features called out in the brochure include the firm’s public seminars and workshops for investor education—an offering that is uncommon among peers—and an affiliated insurance business whose licensed agents receive commissions, a conflict the firm discloses and says it mitigates through procedures and client disclosures. The brochure also emphasizes leadership professional credentials (CFP®, CDFA®, CEPA®), a no‑minimum account policy, and documented due diligence and oversight processes for any sub‑advisor relationships.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Self-Employed

Demographic focus

Established Professionals

Fee options

Percentage

$0 - $500,000: 1.00% annually $500,000.01 - $1,000,000: 0.85% annually $1,000,000.01 - $3,000,000: 0.60% annually $3,000,000.01+: 0.35% annually

Project-based

$275 per hour for financial planning services

Main office location

Timpanogos Financial Advisors, Inc.

821 North 900 West, Suite 304

Orem UT 84057, United States

Number of offices

1

Most active in

Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jennifer N

CFP®

Orem, UT

Timpanogos Financial Advisors, Inc.

Jennifer Nielsen is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Timpanogos Financial Advisors, Inc. in Orem, UT. Her prior experience includes roles at Spc and Payne Financial Management Inc., as well as two years with Alpine School District. Outside of advising, she has engaged in property management as a landlord. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs client-specific asset allocation using discretionary authority and offers services including socially conscious investment options and investor education through public seminars and workshops.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Self-Employed Established Professionals
user avatar

Jason P

CFP®, Series 63, Series 65

Orem, UT

Timpanogos Financial Advisors, Inc.

Jason Payne is a CFP® professional with 29 years of industry experience. He is currently with Timpanogos Financial Advisors, Inc. and has previously worked at Spc, Parkland Securities, LLC, and has operated Payne Financial Management Inc. since 2003. Outside of his advisory work, he serves as a counselor for college-age young adults with The Church of Jesus Christ of Latter Day Saints, where he organizes spiritual development activities and service projects. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs client-specific asset allocation strategies and offers services including socially conscious investment options and investor education seminars.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Self-Employed Established Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")