Timothy John Quillin
Advisor at Aptus Financial, LLC — Little Rock, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63
Experience Industry experience
17 years
Location
Little Rock, AR
Aptus Financial, LLC
Team
Timothy Quillin is a CFA® charterholder with 17 years of industry experience. He has worked at Aptus Financial, LLC since 2017 and previously spent a year at Circumference Group. He is based in Little Rock, Arkansas, and holds a Series 63 license. Aptus Financial, LLC provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, cash-flow management, and periodic rebalancing, while supporting clients through regular reviews, educational programming, and subscription-based ongoing support.
Based on Aptus Financial, LLC
Based on Aptus Financial, LLC
Based on Aptus Financial, LLC
Comprehensive Plan: $3,700 one-time; Enhanced Comprehensive Plan: $5,000 one-time; Foundation Plan: $1,200 one-time with delayed payment; Retirement Plan and Financial Wellness services: tailored flat fees.
$310 per hour for increased or decreased fees in rare cases based on complexity.
Ongoing support plans charged monthly: AptusCare $205/month; AptusCare Enhanced $335/month; AptusCare Limited $105/month (available after first Annual Review); AptusCare for Residents $200/month with delayed payment.
Fee-only: Flat fees and recurring flat fees for financial planning services; specific fees outlined below.
Little Rock, AR
Little Rock AR
Advisors at this office
3
Arkansas · Texas
17 years of industry experience
Aptus Financial
2017 - Present • 9 years
Little Rock, AR
Circumference Group
2016 - 2017 • 1 year
Little Rock, AR
Stephens
2007 - 2015 • 8 years
Little Rock, AR
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Lawyer
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Real estate agent
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