Timothy Financial Counsel, Inc.
● SEC registered since 2022CRD 123037SEC# 801-123236Wheaton, IL
Reg. AUM
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Employees
20
Accounts
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Location
Wheaton, IL
About Timothy Financial Counsel
Timothy Financial Counsel provides fee-only financial planning and money management on an hourly basis. Its team-based model offers advice for do-it-yourself investors and clients with complex situations without tying fees to portfolio size.
Summary based on the firm’s website.
Timothy Financial Counsel, Inc. assets under management
Timothy Financial Counsel, Inc. is an investment advisory firm registered with the SEC based in Wheaton, IL. The firm has been registered since 2022. It employs 20 people.
Timothy Financial Counsel, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hoan Sieu Taussig | Principal | 10-25% | 2015 |
| Jacob Frerichs | Principal And Lead Advisor | Under 5% | 2023 |
| Kara Beth Vance | Principal And Lead Advisor | Under 5% | 2021 |
| Kara Beth Vance | Chief Compliance Officer | Under 5% | 2025 |
| Lydia Newby | Principal And Financial Advisor | Under 5% | 2023 |
| Mark Timothy Berg Control | Chief Executive Officer | 50-75% | 2019 |
| Michael Scott Thrasher | Principal And Lead Advisor | 5-10% | 2015 |
Frequently asked questions
How many employees does Timothy Financial Counsel, Inc. have?
Timothy Financial Counsel, Inc. reports 20 employees.
Where is Timothy Financial Counsel, Inc. located?
Timothy Financial Counsel, Inc. is based in Wheaton, IL and has been SEC-registered since 2022.
Does Timothy Financial Counsel, Inc. disclose fund performance?
Timothy Financial Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 104 E. Roosevelt Road, Suite 200, Wheaton, IL 60187 |
| Phone | 630-681-0700 |
| Fax | 630-384-1065 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 24%
More than 76% of 16,804 advisers