Tim Reeves & Associates

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Tim Reeves & Associates is an investment manager that reports providing portfolio management for pooled investment vehicles and institutional clients, along with financial planning services. The firm is small in scale (one adviser and two employees) and reported no individual retail clients on its Form ADV.

The firm delivers discretionary portfolio management for pooled vehicles and related advisory services and frequently recommends mutual funds, variable annuities, and insurance products as part of its advice. It uses hourly charges and a flat fee retainer rather than a percentage-of-assets model, and its personnel are registered representatives and licensed insurance agents associated with an affiliated broker‑dealer (Fortune Financial Services).

The combination of serving pooled/institutional mandates while maintaining broker‑dealer affiliation and insurance licensing is atypical for investment managers focused on institutional or pooled assets and may affect the types of products and execution channels the firm uses. Its small size paired with non‑AUM compensation arrangements (hourly and flat fees) further differentiates its business model from the more common asset‑based fee structures used by many peers.

Client services

Financial planning

Expertise

Life insurance needs analysis

Fee options

Fixed

Flat fee retainer (specific amounts not stated)

Project-based

Hourly charges (specific rates not stated)

Main office location

Tim Reeves & Associates

Midlothian IL, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

708-597-5055

Advisors at this firm

Todd R

Series 63, Series 66

Midlothian, IL

Tim Reeves & Associates

Todd Reeves is the sole advisor at Tim Reeves & Associates, an investment management firm based in Midlothian, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including roles at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, along with financial planning services. The firm uses hourly and flat fee structures rather than asset-based fees and combines institutional advisory services with broker-dealer affiliation and insurance licensing.

Life insurance needs analysis

Timothy R

Series 63

Midlothian, IL

Tim Reeves & Associates

Timothy Reeves is the sole advisor at Tim Reeves & Associates in Midlothian, IL, holding a Series 63 designation with 51 years of industry experience. He has worked at Fortune Financial Services, Inc. since 2015 and has operated Tim Reeves & Associates since 1972. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, alongside financial planning services. The firm uses hourly and flat fee arrangements rather than asset-based fees and often recommends mutual funds, variable annuities, and insurance products as part of its advisory approach.

Life insurance needs analysis

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