CRD: 158475
Timepiece Financial Planning, Inc.
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-29-2011
- Office Locations
- 1
Office Locations
About Timepiece Financial Planning, Inc.
Timepiece Financial Planning is an independent, fee-only RIA providing retirement-focused financial planning and ongoing investment management with a fiduciary, no-commission approach. The team builds integrated plans across key areas of clients’ financial lives and coordinates with clients’ CPA, attorney, or trustee as needed. Based in Battle Ground, WA, they serve clients throughout Washington and Oregon and are a NAPFA member.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY G MASSIE
Advisor, Chief Compliance Officer, President, PRINCIPAL
- CRD
- #2995603
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,674,363 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,674,363 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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