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).
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.]
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 |
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
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Mon. | 10:00 AM - 6:30 PM |
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Tue. | 10:00 AM - 6:30 PM |
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Wed. | 10:00 AM - 6:30 PM |
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Thu. | 10:00 AM - 6:30 PM |
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Fri. | 10:00 AM - 6:30 PM |
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Sat. | 10:00 AM - 2:00 PM |
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