TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.
Firm details
- Headquarters
- ZIONSVILLE, Indiana
- CRD number
- 132274
- Website
- timpecpa.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents15%
- Exchange Traded Equities5%
Contacts
2 of 2MATTHEW KOLB
Investment & Tax AdvisorCRD 6207292
ARTHUR TIMPE
OwnerCRD 4400431
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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