CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
1 advisor
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
148 clients
Average Client Portfolio
$414K average
Assets Under Management
$61.3M
Fee Structure
This brochure provides information about Timothy G. Massie and Owen Granger, which supplements the Timepiece Financial Planning, Inc. advisory brochure (Form ADV Part 2A). Contact Timothy G. Massie if you did not receive the Timepiece Financial Planning, Inc. brochure or if you have any questions about the contents of this supplement.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
209 East Main Street, Suite 139, Battle Ground, WA, 98604
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Timothy G MassieRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Timepiece Financial Planning, INC.
September 2011 - Present · 14 yrs 4 mos
Previous Registrations
Kms Financial Services, INC
August 2009 - June 2011 · 1 yr 10 mos
TD Ameritrade, INC.
July 2006 - March 2009 · 2 yrs 8 mos
Amerivest Investment Management, LLC
June 2006 - March 2009 · 2 yrs 9 mos
Banc of America Investment Services, INC.
September 2005 - May 2006 · 8 mos
State Registrations4 states
AKORTXWA
Advisor
Exams
No exam information available for this advisor.