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Timothy Armentor

Advisor at Kestra Advisory

Updated today

Location

Youngsville, LA 70592

Credentials

Series 63

Industry experience

32 years

About

Timothy Armentor is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 32 years of industry experience. He has worked with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2003. Armentor is the owner of Armentor & Associates, LLC, where he consults with small business owners on retirement planning, investment, and life insurance matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance, fiduciary consulting, and plan-level investment advice, serving large institutional investors as well as other client types.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

716 Fortune Rd.

Youngsville, LA 70592

Most active in

Louisiana

Work history

Kestra Advisory

2016 - Present (10 years)

Kestra Investment Services, LLc

2003 - Present (23 years)

Hfg Advisors, L.L.C.

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Wealth management
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General retirement planning Charitable giving & philanthropy
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Options & derivatives strategies Real estate investing Private / alternative investments Active portfolio management
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