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Timpe & Timpe Financial Advisory Services, L.L.C.

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Client assets under management

$61,164,051

Clients

133

29% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

67

High

Average account size

$459,880

About

Timpe & Timpe Financial Advisory Services, LLC serves individual clients (including high‑net‑worth individuals), trusts, and employer retirement plans, managing roughly $61 million across about 133 client relationships with a two‑advisor team. The firm provides ongoing portfolio management, comprehensive financial planning, and 401(k) retirement plan advisory and participant education services.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, asset‑allocation driven strategies implemented primarily through mutual funds and ETFs, with each relationship documented by an Investment Policy Statement. Trading is generally buy‑and‑hold; short‑term trades are used selectively for tax‑loss harvesting or rebalancing, and accounts are reviewed at least quarterly with regular performance and position reports provided to clients.

A noteworthy aspect of the firm is its operational ties to related businesses: the principal is a certified public accountant and the advisory practice shares office space with an affiliated accounting firm, a payroll services company, and a single‑member law firm; the advisory firm discloses referring clients to those affiliated entities and arrangements to reimburse or share overhead. These on‑site affiliations and potential economic benefits from referrals are highlighted in the brochure and are less common among peers of this size.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management

Fee options

Fixed

Fixed fees for financial planning, negotiable depending on complexity and services

Percentage

$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% Above $1,000,000+: 1.00%

Project-based

$250 to $500 per hour depending on service type

Other

Minimum fee: Minimum annual fee of $500 Fee-only: Fixed fees for financial planning (negotiable); Hourly fees from $250 to $500 per hour depending on service

Main office location

Timpe & Timpe Financial Advisory Services, L.L.C.

4801 Northwestern Drive

Zionsville IN 46077, United States

Number of offices

1

Most active in

More info

Florida · Illinois · Indiana · Ohio · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 317-217-1660

Advisors at this firm

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user avatar

Arthur T

CFP®, Series 63, Series 65

Zionsville, IN

Timpe & Timpe Financial Advisory Services, L.L.C.

Arthur J. Timpe III is a CFP® professional with 23 years of experience in financial advisory. He has been with Timpe & Timpe Financial Advisory Services, L.L.C. since 2002 and also has a background in accounting through his involvement with Timpe & Timpe CPA's LLC. In addition to his advisory work, he is a principal owner of Accountable Payroll, LLC, a payroll service provider to which he may refer clients. Timpe & Timpe Financial Advisory Services offers portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach focused on long-term buy-and-hold strategies, strategic asset allocation, and periodic rebalancing.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
user avatar

Matthew K

Series 65

Zionsville, IN

Timpe & Timpe Financial Advisory Services, L.L.C.

Matthew Kolb is a financial advisor at Timpe & Timpe Financial Advisory Services, L.L.C. He holds a Series 65 designation and has five years of industry experience. He has been with Timpe & Timpe Financial Advisory Services in its current form since 2020 and was previously associated with its predecessor entity starting in 2016. Timpe & Timpe Financial Advisory Services provides portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory-based investment approach emphasizing long-term strategic asset allocation, periodic rebalancing, and tailored portfolios documented in Investment Policy Statements.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
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