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Timothy G Massie

Advisor at Timepiece Financial Planning, Inc. — Battle Ground, WA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

20 years

Location

Battle Ground, WA 98604

Timepiece Financial Planning, Inc. logo

Timepiece Financial Planning, Inc.

Supported

Total advisors

1

Clients per advisor

159 Very High

Avg AUM per client

$463,361 Low

HNW client ratio

0% Very Low

About

Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Client services

Based on Timepiece Financial Planning, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Timepiece Financial Planning, Inc.

General retirement planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting

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Fee options

Project-based

$180 per hour

Subscriptions

Ongoing financial planning program: $600 per quarter

Other

Fee-only: Hourly planning and consultation: $180/hour; Ongoing financial planning: $600/quarter; Asset-based investment supervisory services: 0.75% annually; Pension consulting services: up to 1.0% annually, negotiable

Location

Battle Ground, WA

209 East Main Street, Suite 139

Battle Ground WA 98604

Advisors at this office

1

Most active in

Alaska · Oregon · Texas · Washington

Work history

20 years of industry experience

Timepiece Financial Planning LLC

2011 - Present • 15 years

Battle Ground, WA

Kms Financial Services, Inc.

2009 - 2011 • 2 years

Vancouver, WA

TD Ameritrade, INC.

2006 - 2009 • 3 years

Portland, OR

TD Ameritrade Investment Management, LLC

2006 - 2009 • 3 years

Portland, OR

Banc Of America Investment Services, Inc.

2005 - 2006 • 1 year

Portland, OR

Disclosures

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

Business activities & affiliations

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Dylan S

Series 65

Brush Prairie, WA

Walker Legacy Investments

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

General retirement planning Income planning General tax planning Cash flow / budgeting
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Aaron S

Series 65

Vancouver, WA

Comus Investment, LLC

Aaron Saunders is a financial advisor at Comus Investment, LLC in Vancouver, Washington, holding a Series 65 designation with nine years of industry experience. He has been with Comus Investment since 2016 and previously worked at United Parcel Service from 2015 to 2018. Comus Investment provides discretionary portfolio management focused exclusively on publicly traded equities for individual and institutional clients. The firm employs a deep-value, concentrated approach targeting foreign small- and micro-cap companies, avoids derivatives and leverage, and uses foreign currency conversions to facilitate international equity purchases.

Passive / index investing Private / alternative investments HENRY (High Earners, Not Rich Yet)
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Vivian C

CFA®

Vancouver, WA

Marram Investment Management, LLC

Vivian Chen is a CFA® charterholder and the sole advisor at Marram Investment Management, LLC, an independent firm based in Vancouver, Washington. She has 13 years of industry experience and has been with Marram since its founding in 2010. Marram Investment Management provides discretionary portfolio management and investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach combining quantitative screens and qualitative due diligence, with a focus on value-driven themes and special situations across various asset classes.

Active portfolio management Options & derivatives strategies Concentrated stock management
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