Timothy A. Knotts, CFP^®

Principal

The Hogan-Knotts Financial Group, Inc.

298 Broad St
Red Bank, NJ 07701

FINANCIAL ADVISOR'S WEBSITE

www.hkfg.biz

1-800-801-3190

+1 More Number

(732) 842-7400

CONNECT WITH Timothy

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

The practice is remunerated by fees only, either levied on a time and charges basis, or charged against the financial portfolios by which stewardship & planning considerations are driven.

Minimums

HOUSEHOLD INCOME MINIMUM

$150,000

Investable Asset Minimum

$500,000

My Links

The Hogan-Knotts Financial Group

General

Timothy Knotts is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Hogan-Knotts Financial Group, Inc. in Red Bank, NJ and the surrounding communities.

Financial Advisor Overview

Timothy is a principal, with Robert Hogan, of this small, boutique financial consulting firm in Red Bank, serving about 135 client families. They own, and have restored, an old Victorian home that serves as their offices on Broad Street in this "hip" little town located on the central coast of New Jersey. Their firm is financial fiduciary, registered with the Securities and Exchange Commission, a unit of the Federal Government, as a nationally registered investment advisor (RIA) with approximately $250.0 million of assets under advisement and stewardship. Tim is Certified as a Financial Planner (CFP®), with his marks granted from the CFP Board of Standards and Practices in January 1989.

Financial Advisor Experience

33 years of experience, 30 as a CFP®, in helping clients meet their financial goals, and helping them keep from making serious financial mistakes. I work with a lot of women who are solo via widowhood, divorce and choice, coaching & guiding them through the minefield of financial planning choices and paths.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

The practice is remunerated by fees only, either levied on a time and charges basis, or charged against the financial portfolios by which stewardship & planning considerations are driven.