# Timmons Wealth Management

> 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.

- CRD: 165914
- Filed as: TIMMONS WEALTH MANAGEMENT
- Legal name: Timmons Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Attleboro, MA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165914
- AdvisorCensus page: https://advisorcensus.com/firm/timmons-wealth-management-attleboro-ma-165914

## Quick answers

**How 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.

**How much does Timmons Wealth Management charge?**
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; Hourly rate: $150 an hour (work performed on behalf of the client prior to receipt of…). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- 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

> 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

> TWM generally requires a minimum household asset level of $250,000 for Wealth Management Services.

- Hourly rate: $150 an hour (work performed on behalf of the client prior to receipt of…)

> If after five (5) business days the Client terminates the agreement without having funded the account, TWM shall be entitled to receive compensation for any work performed on behalf of the client prior to receipt of the written notice of cancellation, at the rate of $150 per hour, with a minimum fee of $600.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $179,244,928
- Discretionary: $179,244,928
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $41,029,958 |
| High net worth individuals | 60 | $138,214,970 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NH, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- twealthmanagement.com
- Facebook @Timmons-Wealth-Management
- LinkedIn @TIMMONS-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $114,788,394 | 1 | March 22, 2024 |
| October 2025 | $144,932,706 | 2 | March 27, 2025 |
| October 2026 | $179,244,928 | 3 | April 20, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timmons Wealth Management (CRD 165914): Form ADV filing data as of October 2026.