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Timothy Francis Brennan

Plan your great life

Ariadne Wealth Advisors

North Pembroke

MA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Independent Trader 2 years, 2 months Aug 2012 - Oct 2014
Fidelity Investments 4 years, 2 months Jun 2008 - Aug 2012

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Timothy Brennan

To Roth, or not to Roth
Published 2016-08-30 13:49:55
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How to deposit a million dollars?
    Whether or not taxes are owed depends on the type of lawsuit it was. If it was a personal injury settlement, the amount is usually not included in your income or taxable. Other types of settlements may be taxable. Assuming there is nothing nefarious about where the money originated from, there l...  (more)
    Answered Sep 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jun 2, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Ariadne Wealth Advisors

      Last updated on Feb. 27, 2017
        • $2.3M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 35
          Accounts
        • $65.7K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Hourly Charges
      • Fixed Fees