# Timpanogos Financial Advisors, Inc.

> Timpanogos Financial Advisors, Inc. is a state-registered investment advisory firm in Orem, UT, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 328166
- Filed as: TIMPANOGOS FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328166
- AdvisorCensus page: https://advisorcensus.com/firm/timpanogos-financial-advisors-inc-orem-ut-328166

## Quick answers

**How is Timpanogos Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Timpanogos Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Timpanogos Financial Advisors, Inc. located?**
Timpanogos Financial Advisors, Inc.'s principal office is in Orem, UT, according to its Form ADV.

**Is Timpanogos Financial Advisors, Inc. registered with the SEC or a state?**
Timpanogos Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328166.

**How much does Timpanogos Financial Advisors, Inc. manage?**
Timpanogos Financial Advisors, Inc. reports $99,200,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Timpanogos Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (39).

**Does Timpanogos Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328166

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $99,200,000
- Discretionary: $99,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 170 | $32,500,000 |
| High net worth individuals | 39 | $66,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- timpfa.com
- Facebook @TimpFA
- LinkedIn @feed

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timpanogos Financial Advisors, Inc. (CRD 328166): Form ADV filing data as of October 2026.