TIMPANOGOS FINANCIAL ADVISORS, INC.

Overview

Timpanogos Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm primarily serves individuals and families, positioning itself as a fee-based planner and portfolio manager that combines financial planning with discretionary portfolio management. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers and educational seminars and workshops. The firm operates as a capital allocator, using third‑party managers when appropriate, and describes itself as an active ESG investor — indicating ESG considerations are integrated into at least some manager and product selections. Fee arrangements are flexible and include percentage-of-assets, hourly charges and fixed fees, allowing the firm to accommodate both ongoing asset management relationships and project or advice-only engagements. An insurance company relationship is listed among industry affiliations, suggesting insurance solutions may be part of client planning. Timpanogos emphasizes pooled public funds as the core of client portfolios while retaining the ability to place allocations with external managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices