Tim Reeves & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fee retainer (specific amounts not stated)
Hourly charges (specific rates not stated)
Main office
Midlothian IL
Advisors at this office
2
Most active in
Illinois
Also doing business as
Reeves,Timothy David · Tim Reeves & Associates
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.
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
Advisors at this firm
Todd R
Series 63, Series 66
Midlothian, IL
Tim Reeves & Associates
Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)