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- Custodian
- Charles Schwab & Company · Matrix Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2004
- Office Locations
- 2
Office Locations
About Abbey Hill Financial Advisors, LLC
Abbey Hill Financial Advisors is an Arizona-based, fee-only advisory firm providing personalized financial planning and investment management, including estate/legacy and philanthropic planning. The team also supports business owners with 401(k) plan consulting and QuickBooks/bookkeeping services. Portfolios are built around risk tolerance and time horizon with ongoing rebalancing, using diversified public-market vehicles such as mutual funds and ETFs, with an emphasis on transparency and no commissions.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY JAMES GOODYEAR
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4062308
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Theodore J Goodyear
--
- CRD
- #7157987
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,512,603 | -- |
| Non-Discretionary | $36,389,658 | -- |
| Total | $85,902,261 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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