RIA Intel›Advisers›Washington›TIMEPIECE FINANCIAL PLANNING, INC.

TIMEPIECE FINANCIAL PLANNING, INC.

Advisory

BATTLE GROUND, WA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in WA

#437

of 505 advisers by AUM

Average account

$250K

across 295 accounts

AUM per adviser

$74M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients159

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAK, OR, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

159 clients

The full client-type breakdown and the share of AUM each category represents.

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