TS

Timothy Seiders

40 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Plan Fee:Up to $25,000
Hourly Rate:$50 - $750/hr

Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.

Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

119 W. Wayne Avenue, Wayne, PA, 19087

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Regulatory History (6)
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Judgment / Lien
May 2022
Judgment / Lien
October 2021
Judgment / Lien
June 2016
Judgment / Lien
February 2016
Judgment / Lien
March 2011
Judgment / Lien
December 2010
Other Business ActivitiesSells Insurance

Timothy owns One Stop Financial Services and an insurance-related sole proprietorship, both since the 1980s, and is an associate at Alera Group and an Investment Adviser Representative at The Ascent Group. All of these activities take up nearly all of Timothy's time.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
August 2024 - Present · 1 yr 5 mos
The Ascent Group, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Investment Company, LLCBroker
June 2006 - January 2023 · 16 yrs 7 mos
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
October 2002 - June 2006 · 3 yrs 8 mos
Carillon Investments, INC.Broker
July 1985 - June 2006 · 20 yrs 11 mos
State Registrations15 states
AZCACODEFLGAMSNCNJNYOHPASCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.