Timonier
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$407,988,515
Clients
186
Advisors
4
of 8 employees
About
Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities, and also offers retirement plan advisory and consulting. The firm combines portfolio management with comprehensive financial planning, estate planning, and tax planning for both high-net-worth and non-HNW clients.
The firm follows a multi-generational, family-office approach that emphasizes a holistic financial plan and long-dated, structured portfolios; its investment philosophy is long-only, favors market efficiency, and prioritizes asset allocation, periodic rebalancing, low turnover, and tax efficiency. Timonier also serves as a named fiduciary for certain retirement plans and provides ERISA-focused services such as model portfolios, investment menu design, and participant education.
Timonier is notable among peers for integrated professional affiliations: certain representatives maintain real estate licenses through an affiliated brokerage, several team members are licensed CPAs and provide in-house tax planning and preparation, and some advisors provide legal services through an independent law practice. The firm also implements multi-generational client incentives (for example, fee concessions for second-generation accounts and waived advisory fees for college 529 plan implementations), reflecting its emphasis on family continuity.
Client services
Expertise
Occupation focus
Fee options
Flat fee negotiated for Retirement Plan Consulting Services; e.g., $4,000 annually for accounts under $1,000,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $1,000,000 (may be waived depending on circumstances); $2,000,000 minimum for endowment, trust, and retirement plan consulting services Fee-only: Fee-only advisor; does not receive commissions; fees fully transparent and disclosed.
Main office
121 Reynolda Village, Suite B
Winston Salem NC 27106
Advisors at this office
4
Most active in
Colorado · Louisiana · North Carolina · South Carolina · Texas
Also doing business as
Timonier · Timonier Family Office, Ltd.
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:
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.
Is not 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.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Janice F
CFA®, Series 63, Series 65
Winston Salem, NC
Timonier
Janice French is a CFA® charterholder with 27 years of industry experience. She is currently affiliated with Timonier and has worked at Rice Financial Products Company since 2009. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a long-term, family-office approach that emphasizes market efficiency, asset allocation, and tax efficiency.
Nicholas B
Series 65
Winston Salem, NC
Timonier
Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.
Samuel S
CFP®
Winston Salem, NC
Timonier
Samuel Soots is a CFP® professional affiliated with Timonier in Winston Salem, NC. He has been with Timonier Family Office, Ltd. since 2022 and previously worked at Old North State Trust, LLC from 2017 to 2021. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational, family-office approach that emphasizes long-term, structured portfolios and tax efficiency.
Nicholas Y
Series 65
Winston Salem, NC
Timonier
Nicholas Yeakle is a financial advisor at Timonier with a Series 65 credential and four years of industry experience. His prior roles include positions at AUA Private Wealth Advisors, MPB Wealth Management, Noble Yield Wealth Management, AUA Capital Management, and LeTort Management and Trust. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational family-office approach that emphasizes long-term, structured portfolios and tax efficiency.
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”)