TIMEPIECE FINANCIAL PLANNING, INC.

Overview

Timepiece Financial Planning, Inc. is an independent registered investment adviser that focuses on serving individual and family clients, with supplemental services for small businesses. The firm’s advisory work centers on financial planning and discretionary portfolio management, and it offers pension consulting services as part of its practice. Investment activity is tilted toward pooled public vehicles—primarily mutual funds—used as core building blocks for client portfolios, while allocations to hedge funds and real estate appear when client suitability and access allow. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements, supporting both ongoing advisory relationships and project-based planning work. Manager allocation interest favors third-party external managers for alternative exposure; the firm relies on external fund managers to implement hedge fund and real estate strategies rather than running in-house alternatives. The adviser does not position itself as an ESG-focused allocator and reports no multi-state adviser designation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices