Timpe & Timpe Financial Advisory Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Timpe & Timpe Financial Advisory Services, LLC serves individual clients (including high‑net‑worth individuals), trusts, and employer retirement plans, managing roughly $61 million across about 133 client relationships with a two‑advisor team. The firm provides ongoing portfolio management, comprehensive financial planning, and 401(k) retirement plan advisory and participant education services.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, asset‑allocation driven strategies implemented primarily through mutual funds and ETFs, with each relationship documented by an Investment Policy Statement. Trading is generally buy‑and‑hold; short‑term trades are used selectively for tax‑loss harvesting or rebalancing, and accounts are reviewed at least quarterly with regular performance and position reports provided to clients.
A noteworthy aspect of the firm is its operational ties to related businesses: the principal is a certified public accountant and the advisory practice shares office space with an affiliated accounting firm, a payroll services company, and a single‑member law firm; the advisory firm discloses referring clients to those affiliated entities and arrangements to reimburse or share overhead. These on‑site affiliations and potential economic benefits from referrals are highlighted in the brochure and are less common among peers of this size.
Client services
Expertise
Fee options
Fixed fees for financial planning, negotiable depending on complexity and services
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% Above $1,000,000+: 1.00%
$250 to $500 per hour depending on service type
Minimum fee: Minimum annual fee of $500 Fee-only: Fixed fees for financial planning (negotiable); Hourly fees from $250 to $500 per hour depending on service
Main office
4801 Northwestern Drive
Zionsville IN 46077
Advisors at this office
2
Most active in
Florida · Illinois · Indiana · Ohio · Texas
Also doing business as
Timpe & Timpe Fas, LLC · Timpe & Timpe Financial Advisory Services, L.L.C. · Timpe + Timpe Financial Advisory Services, LLC · Timpe Fas, LLC · Timpe Financial Advisory Services, LLC · Timpe Investment Advisory Services, LLC
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.
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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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
Advisors at this firm
Arthur T
CFP®, Series 63, Series 65
Zionsville, IN
Timpe & Timpe Financial Advisory Services, L.L.C.
Arthur Timpe III is a CFP® professional with 24 years of experience, serving as an advisor at Timpe & Timpe Financial Advisory Services, L.L.C. since 2002. He is also involved with Timpe & Timpe CPA's LLC, a CPA firm providing tax compliance, consulting, and accounting services. Additionally, he is a principal owner of Accountable Payroll, LLC, a payroll service provider to which he may refer clients. Timpe & Timpe Financial Advisory Services serves individual clients, trusts, and employer retirement plans, managing approximately $61 million. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using mutual funds and ETFs, with portfolios governed by Investment Policy Statements and reviewed quarterly.
Matthew K
Series 65
Zionsville, IN
Timpe & Timpe Financial Advisory Services, L.L.C.
Matthew Kolb is a financial advisor at Timpe & Timpe Financial Advisory Services, L.L.C. He holds a Series 65 designation and has five years of industry experience. He has been with Timpe & Timpe Financial Advisory Services in its current form since 2020 and was previously associated with its predecessor entity starting in 2016. Timpe & Timpe Financial Advisory Services provides portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory-based investment approach emphasizing long-term strategic asset allocation, periodic rebalancing, and tailored portfolios documented in Investment Policy Statements.
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