AdvisorCensus / Financial advisors / Rhode Island / Providence / Timmons Wealth Management
Timmons Wealth Management
Filed as TIMMONS WEALTH MANAGEMENT · Legal name Timmons Wealth Management, LLC
Timmons Wealth Management is an SEC-registered investment advisory firm in Attleboro, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.
Quick answers
From the filingHow is Timmons Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Timmons Wealth Management reports these compensation arrangements: a percentage of assets under its management; other.
What does Timmons Wealth Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Up to $250,000: 1.25% a year; $250,001 to $2,000,000: 1% a year; $2,000,001 to $5,000,000: 0.75% a year; $5,000,001 to $10,000,000: 0.65% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Timmons Wealth Management located?
Timmons Wealth Management's principal office is in Attleboro, MA, according to its Form ADV.
Is Timmons Wealth Management registered with the SEC or a state?
Timmons Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 165914.
How much does Timmons Wealth Management manage?
Timmons Wealth Management reports $179,244,928 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).
How have Timmons Wealth Management's assets and staff changed since 2024?
In the Form ADV data for Timmons Wealth Management: Regulatory assets under management: $114,788,394 in the October 2024 data and $179,244,928 in the October 2026 data, up 56%. Total employees: 1 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Timmons Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (60).
Which custodians does Timmons Wealth Management use?
Timmons Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Timmons Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165914
Does Timmons Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "TWM generally requires a minimum household asset level of $250,000 for Wealth Management Services."
What changed in Timmons Wealth Management's recent Form ADV filings?
In the May 2026 filing data: Registered or notice-filed in CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1.25% |
| $250,001 to $2,000,000 | 1% |
| $2,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.65% |
| Above $10,000,000 | See the brochure |
The brochure's wording
The fee, on an annual basis, is as follows: Account Value Annual Fee Rate Up to $250,000 1.25% $250,001 to $2,000,000 1.00% $2,000,001 to $5,000,000 0.75% $5,000,001 to $10,000,000 0.65%
Account minimum: $250,000
The brochure's wording
TWM generally requires a minimum household asset level of $250,000 for Wealth Management Services.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$179,244,928 as of October 2026, filing dated April 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Timmons Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $179,244,928 | 3 | April 20, 2026 |
| October 2025 | $144,932,706 | 2 | March 27, 2025 |
| October 2024 | $114,788,394 | 1 | March 22, 2024 |
Regulatory assets under management: $114,788,394 in the October 2024 data and $179,244,928 in the October 2026 data, up 56%.
Total employees: 1 in October 2024 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Registered or notice-filed in CA.
- April 2026
- Regulatory assets under management went from $144,932,706 to $179,244,928 (+24%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Timmons Wealth Management (CRD 165914): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/timmons-wealth-management-attleboro-ma-165914