Timmons Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Timmons Wealth Management provides wealth management services to individuals — including high‑net‑worth households — as well as small businesses and charitable organizations, combining investment management with customized financial planning as part of its standard client engagement. The firm prepares a written Investment Policy Statement for each client household and generally manages accounts on a discretionary basis.
The firm’s investment process blends fundamental due diligence on funds and managers with cyclical (macro) analysis to establish and actively manage customized asset allocations, primarily using mutual funds and ETFs with selective use of individual securities and REITs. Timmons also makes limited use of alternative strategies, including interval funds, as diversification tools when appropriate, and monitors and rebalances portfolios in line with clients’ objectives.
Noteworthy attributes include a relatively large asset base managed by a compact advisor team — roughly $179 million across about 150 client households — and inclusion of financial planning within the ongoing advisory relationship rather than as a standalone offering. The firm directs clients to an institutional custodian platform, does not participate in wrap programs, leaves proxy voting to clients, and maintains a formal Code of Ethics with personal‑trading restrictions.
Client services
Expertise
Fee options
Flat fee arrangements may be charged at discretion, but no specific flat fee amounts stated.
$0 - $250,000: 1.25% $250,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable
$150 per hour with a minimum fee of $600 for work done prior to account funding if agreement is terminated after 5 business days without funding.
Account minimum: $250,000
Main office
300 North Main Street
Attleboro MA 02703
Advisors at this office
1
Most active in
California · Florida · Massachusetts · New Hampshire · Rhode Island
Also doing business as
Timmons Wealth Management · Timmons Wealth Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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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.
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