Timothy J. Maurer
SIGNATUREFD
Atlanta, GA 30309
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CRD#: 3061298
Professional summary
Timothy James Maurer, CFP®, who also goes by Tim Maurer, is a registered financial advisor currently at SIGNATUREFD, LLC located in Atlanta, Georgia.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Timothy has worked at 10 firms and has passed the Series 66, Series 63, Series 55 and Series 7 exams.
Biography
Tim Maurer is an advisor, speaker and author. he is a CERTIFIED FINANCIAL PLANNERTM practitioner working with individuals, families and organizations. A graduate of Towson University, Tim now teaches financial planning at his alma mater. Tim’s most recent book, “Simple Money: A No-Nonsense Guide to Personal Finance,” was published in 2016. He is a CNBC contributor and also writes weekly for Forbes.com.
A central theme drives Tim’s writing and speaking: Personal finance is more personal than it is finance. Regardless of our income or net worth, Tim believes it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life. Couching timely application in timeless wisdom, Tim educates at private events as well as in television, radio, print and online media. With a passion for relational communication, Tim has been featured on the Today show on NBC, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.
Tim is a husband and father first and lives in Charleston, South Carolina where he and his wife, Andrea, are the proud parents of two boys, Kieran and Connor, and are active members of their community. Outside of personal finance, Tim’s favorite pursuit is music, and he plays the drums and sings in an indie-bluesy-jazzy-rock band and at his church. He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures. You can follow Tim on Twitter at @TimMaurer.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Retirement Planning
Life Transitions
Inheritance
Retirement Income Management
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Financial Psychology/Coaching
High Net Worth Client Needs
Professional Athletes or Enter...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Tim Maurer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MR. MAURER WRITES AND SPEAKS ON VARIOUS TOPICS OF PERSONAL FINANCE, OCCASIONALLY RECEIVING COMPENSATION AS A SOLE PROPRIETOR. THE OUTWARD FACE OF THE BUSINESS IS MR. MAURER'S PERSONAL WEBSITE, WWW.TIMMAURER.COM, AND THE BUSINESS IS DOMICILED AT HIS HOME, 3434 YARMOUTH DR, MOUNT PLEASANT, SC 29466. WHILE THE AMOUNT OF TIME SPENT ON EXTERNAL WRITING AND SPEAKING VARIES WIDELY BASED ON DEMAND, MR. MAURER SPENDS APPROXIMATELY 15 HOURS PER MONTH ON SUCH PROJECTS. THE WORK CONSISTS OF AUTHORING BOOKS, BLOG POSTS AND ARTICLES AS WELL AS PREPARING AND PRESENTING SPEAKING ENGAGEMENTS FOR BUSINESSES, ASSOCIATIONS AND NON-PROFITS. MR. MAURER'S FIRST PUBLISHED WORK WAS RELEASED IN 2010.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy James Maurer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
September 7, 2023 - Present
SIGNATUREFD, LLC
Office #1: 1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309RIA
CRD#: 112758
Atlanta, GA
Past
August 11, 2021 - March 16, 2023
TRIAD FINANCIAL ADVISORS, INC.
RIA
CRD#: 118583
GREENSBORO, NC
Past
February 21, 2014 - August 4, 2021
BUCKINGHAM STRATEGIC WEALTH, LLC
RIA
CRD#: 143323
MOUNT PLEASANT, SC
Past
June 4, 2007 - February 14, 2014
FINANCIAL CONSULATE
RIA
CRD#: 106898
HUNT VALLEY, MD
Past
January 5, 2005 - January 3, 2007
FIRST HORIZON ADVISORS, INC.
RIA
CRD#: 17117
TIMONIUM, MD
Past
January 5, 2005 - January 3, 2007
FIRST HORIZON ADVISORS, INC.
BD
CRD#: 17117
TIMONIUM, MD
Past
February 26, 2003 - July 28, 2004
PSA FINANCIAL ADVISORS INC
RIA
CRD#: 110802
LUTHERVILLE, MD
Past
February 26, 2003 - July 28, 2004
PSA EQUITIES, INC.
BD
CRD#: 15676
HUNT VALLEY, MD
Past
October 1, 2002 - March 5, 2003
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
HUNT VALLEY, MD
Past
January 30, 2002 - March 5, 2003
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
November 18, 1999 - January 15, 2002
FERRIS, BAKER WATTS, LLC
BD
CRD#: 285
BALTIMORE, MD
Past
September 23, 1999 - November 16, 1999
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SIGNATUREFD, LLC
F&D ADVISORS, LLC | SIGNATUREFD, LLC
CRD#: 112758 / SEC#: 801-60393
RIA
Registered Investment Advisory firm - (7/6/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(9/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 11/20/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
SL
SIGNATUREFD, LLC
F&D ADVISORS, LLC | SIGNATUREFD, LLC
CRD#: 112758 / SEC#: 801-60393
RIA
Registered Investment Advisory firm - (7/6/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309
Mailing Address
Phone number
(404) 253-7600
Established
Firm type
Fiscal year end
# of Employees
119
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,558 |
| AUM (Assets Under Management) | $ 8,331,600,262 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 09/27/2024 | ||
| 01/26/2024 | ||
| 11/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
