Abbey Hill Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$49,172,796
Clients
60
Advisors
2
across 2 offices
About
The firm provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, trusts, estates, and pension and profit-sharing plans. Services include comprehensive financial planning, ongoing investment supervision, and consulting for retirement plans, with advice delivered through client consultations and written investment policy statements.
Its investment approach is a structured strategy that emphasizes global diversification, risk management, tax efficiency, and low-cost vehicles, typically implemented with no-load mutual funds and exchange-traded funds and executed through discount broker custodians. The firm commonly manages accounts under limited power of attorney and conducts regular reviews and reporting, using an investment policy statement to document client goals and restrictions.
What is distinctive is the firm’s small, independent structure managing approximately $86 million for roughly 60 clients while also maintaining an insurance affiliation: the firm’s principal is insurance-licensed, may sell commissionable insurance products to clients (devoting a small portion of time to that activity), and discloses the resulting conflicts of interest. It also provides pension consulting and serves pension or profit-sharing plan clients — services that are less common among independent, solo-advisor firms.
Client services
Expertise
Fee options
Up to 1.00% annually
Typically $250 per hour, negotiable
Main office
See officeTuscon AZ
Advisors at this office
1
Most active in
Arizona · Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Timothy G
CFP®, Series 63, Series 65
Tuscon, AZ
Abbey Hill Financial Advisors, LLC
Timothy Goodyear is a CFP® professional with 12 years of industry experience, currently associated with Parkwoods Wealth Partners, LLC. He previously worked for Abbey Hill Financial Advisors, LLC for 23 years. He is also involved in selling and servicing fixed insurance products, including term life, disability, long-term care, critical illness insurance, and executive compensation benefits. Abbey Hill Financial Advisors provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, trusts, estates, and retirement plans. The firm employs a structured investment approach focused on global diversification, risk management, tax efficiency, and low-cost investment vehicles, serving approximately 60 clients with about $86 million in assets under management.
Theodore G
Series 65, Series 63
Oro Valley, AZ
Abbey Hill Financial Advisors, LLC
Theodore Goodyear is a financial advisor at Abbey Hill Financial Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Parkwoods Wealth Partners, Vuree International, and Deutsche Bank Securities Inc., among other firms. Outside of his advisory work, he is the founder of Aether Investments LLC and is involved in drone videography. Abbey Hill Financial Advisors provides personalized financial planning and both discretionary and non-discretionary investment management for individuals, trusts, estates, and pension and profit-sharing plans. The firm emphasizes a structured investment approach focused on global diversification, risk management, tax efficiency, and low-cost investment vehicles, serving approximately 60 clients with around $86 million in assets under management.
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