TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.

RIASEC Registered
Total AUM
$61.2M
Discretionary
$61.2M
100% of AUM
Avg account
$181K
Accounts
337
Employees
2
Advisory reps
2

Firm details

Headquarters
ZIONSVILLE, Indiana
CRD number
132274
Custodians
CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC, AMERITAS DIRECT
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.7%
  • Individuals32.3%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Timpe & Timpe Financial Advisory Services, L.L.C. is organized as an independent Registered Investment Adviser operating as a single-owner LLC that focuses on individual and family clients. Its advisory practice centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees across several structures — a percentage of assets under management, hourly fees, and fixed fees — and does not identify as an active ESG investor or a multi-state adviser. The firm works with external professional networks, including accounting and law firms, to support client needs that extend beyond investment advice. Timpe & Timpe does not position itself as a capital allocator or pension consultant; its product mix and services are oriented toward retail wealth management rather than institutional plan consulting.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Cash & Cash Equivalents 15%, Exchange Traded Equities 5%80%
  • Public Funds/Mutual Funds80%
  • Cash & Cash Equivalents15%
  • Exchange Traded Equities5%

Contacts

2 of 2
  • MATTHEW KOLB

    Investment & Tax AdvisorCRD 6207292

  • ARTHUR TIMPE

    OwnerCRD 4400431

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ZIONSVILLE, IN

BOONE

Location

ZIONSVILLE, IN

Headquartered in ZIONSVILLE, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
BOONE
Address
4801 Northwestern Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth