Tim Smith
CRD Number: 2936153Current Firm: Fairway Asset Management, Inc.
Compensation Model: Fee Only
Tim Smith (CRD# 2936153) is a Financial Advisor and Coach working at Fairway Asset Management, Inc. in Danville, CA and has over 21years of experience in the finance industry.
Tim helps people going through a major life transition, such as a divorce, death of a spouse or being laid off. He has developed a process called The Inspiremeant Plan that helps people not only figure out how they are going to afford this next chapter of their life, but also what is going to inspire them. Tim can help you think about what is most important in your life, and then help you align the way you spend your time and money to those most important things.
Tim has a way of making complicated things simple. He will not try and impress you with his knowledge. Rather he will listen to you and see how he can help you.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
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Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fairway Asset Management, Inc. | San Ramon, CA | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1997 |
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Total Assets Under Management51MILLIONS
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Total Number of Accounts151ACCOUNTS
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Average Account Value$337,657
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, TX
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