TIMOTHY FINANCIAL COUNSEL, INC.
Firm details
- Headquarters
- WHEATON, Illinois
- CRD number
- 123037
- Registered since
- February 14, 2022
- Website
- timothyfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Timothy Financial Counsel, Inc. is a corporation that positions itself as a financial planning practice rather than a traditional asset manager. Registered with the SEC in 2022 and owned by an individual, the firm’s listed business activity centers on delivering financial planning services. Its fee model (hourly charges, fixed fees and other non‑AUM fees) and the firm’s classification as a non‑capital allocator indicate a service-led model: engagements are likely project or advice‑based rather than focused on discretionary portfolio management. Investment activity appears selective. The firm is not identified as an active ESG investor and does not act as a pension consultant or related adviser. As a multi‑state adviser with an “unclassified” designation, the firm can operate across state lines but does not present itself as a broad institutional allocator. Where investment allocations occur, Timothy Financial Counsel relies on third‑party relationships rather than running internal capital‑allocation platforms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 19MARK BERG
Founding PrincipalCRD 2724564
Luke Lamar
Financial PlannerCRD 6647273
JOHN MCHENNEY
Financial PlannerCRD 6895441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WHEATON, IL
DU PAGE
Location
WHEATON, IL
Headquartered in WHEATON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 104 E Roosevelt Rd
- Time zone
- CT (UTC-6)
- Office locations
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