Timepiece Financial Planning, Inc.

Timepiece Financial Planning, Inc. (CRD# 158475) is a financial advisory firm headquartered in Vancouver, WA. They manage $14,200,000 in 25 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $568,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, OR, WA

Financial Advisors at Timepiece Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Timothy G. Massie
CRD#: 2995603
108 Se 124th Avenue #4, Vancouver, WA 98684
96
Wealthminder
score

Timothy Massie (CRD# 2995603) is an Investment Advisor Representative working at Timepiece Financial Planning, Inc. in Vancouver, WA and has over 12 years of experience in the finance industry. Timothy Massie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John P. Blatchford
CRD#: 3195704
108 Se 124th Avenue #4, Vancouver, WA 98684
93
Wealthminder
score

John Blatchford (CRD# 3195704) is an Investment Advisor Representative working at Timepiece Financial Planning, Inc. in Vancouver, WA and has over 16 years of experience in the finance industry.

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