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Timothy Van Houten, NSSA®
Van Houten & Associates, Inc

Tel: 602-279-0929
1702 E. Highland Avenue
Suite 130
Phoenix, AZ 85016
Van Houten & Associates, Inc | Financial Advisor in Phoenix ,AZ

About Timothy Van Houten

Timothy T. Van Houten is a third-generation native to the Phoenix area and has been in the financial investment industry since 1994. Tim has partnered with top elder planning attorneys (both local and out of state) to help deliver valuable information to his clients, based on sound legal advice and conservative, asset protection principles.

Tim is an Ed Slott-trained IRA specialist and has extensive training and education regarding issues facing retirees. His firm, Van Houten & Associates, is a member of the Arizona Better Business Bureau. Tim himself is a graduate of Arizona State University and lives in central Phoenix. He is also a fiduciary and a National Social Security Advisor (NSSA).


About Van Houten & Associates, Inc

As independent financial advisors and fiduciaries, we're able to tailor plans to meet your needs and our services include:

Social Security Maximization Strategies | Retirement Income | Asset Protection | Wealth Distribution | Tax Planning | Investment Planning | Legacy Planning | Retirement Plan Rollovers & Conversions | [401(k)s, 403(b)s, IRAs, Roths, etc.]

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General Information

Firm Start Year:   2003
No.of Employees:   2-4
Insurance License#:   NPN #3161684
States Licensed in:   AZ
Number of Years with Current Firm:   19
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Investment Advice & Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Insurance Products & Annuities, Money Management

Services

Investment Types:   Insurance, Mutual Funds, Bonds, Stocks, Annuities
Can meet clients in the following ways:   Our Offices, Our Office, Via Phone, Via Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Annuity, Health

Firm Information

Advisor's Number of Clients:   280
Advisor's Number of Managed Clients:   126
Advisor's Number of Planning Clients:   175
Assets Managed by Advisor:   $22,400,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets
Minimum Fee Charged for Managed Accounts:   $2,500
Minimum Fee Charged for Hourly Planning Accounts:   $0

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Compliance

Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 10:00 AM - 6:30 PM
wiseradvisor-balck-li-img Tue. 10:00 AM - 6:30 PM
wiseradvisor-balck-li-img Wed. 10:00 AM - 6:30 PM
wiseradvisor-balck-li-img Thu. 10:00 AM - 6:30 PM
wiseradvisor-balck-li-img Fri. 10:00 AM - 6:30 PM
wiseradvisor-balck-li-img Sat. 10:00 AM - 2:00 PM
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