TIMOTHY FINANCIAL COUNSEL, INC.

RIASEC RegisteredEst. 2022
Total AUM
Avg account
$0
Accounts
0
Employees
20
Advisory reps
19

Firm details

Headquarters
WHEATON, Illinois
CRD number
123037
Registered since
February 14, 2022
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 19
  • MARK BERG

    Founding PrincipalCRD 2724564

  • Luke Lamar

    Financial PlannerCRD 6647273

  • JOHN MCHENNEY

    Financial PlannerCRD 6895441

Unlock 16 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth