Timepiece Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Timepiece Financial Planning provides financial planning, investment supervisory services, retirement-plan consulting, and basic tax-preparation support to individual clients and plan sponsors. The firm reports roughly $74 million in discretionary assets across about 159 client relationships and has added pension consulting to its published scope of services.
The firm employs a long-term, globally diversified, asset-allocation approach that relies primarily on low-cost index mutual funds and ETFs and typically implements portfolios under discretionary authority, supplementing investment management with written investment policy statements and deliverables. Timepiece operates under a fiduciary standard for its advisory work and offers both ongoing planning relationships and one-time consultations while coordinating with clients’ other advisors.
What is distinctive about the firm is its physical footprint and service mix: it maintains five physical offices despite having a single listed advisor, and it combines individual portfolio management with retirement-plan consulting and complimentary basic tax-return preparation for certain investment clients. The client roster is concentrated among individual (non-high-net-worth) clients and employer-sponsored retirement plans rather than a high-net-worth client base, a composition that differs from many peers.
Client services
Expertise
Fee options
$180 per hour
Ongoing financial planning program: $600 per quarter
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
Main office
209 East Main Street, Suite 139
Battle Ground WA 98604
Advisors at this office
1
Most active in
Alaska · Oregon · Texas · Washington
Also doing business as
Timepiece Financial Planning · Timepiece Financial Planning LLC · Timepiece Financial Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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