Timothy J. Maurer

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CRD#: 3061298

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy James Maurer, CFP®, who also goes by Tim Maurer, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1999. Timothy had worked at 10 firms and has passed the Series 66, Series 63, Series 55 and Series 7 exams.

Core Areas of Focus

Business Owners

Entrepreneurs

Financial Psychology/Coaching

High Net Worth Client Needs

Professional Athletes or Entertainers

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

What is your minimum asset requirement?

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

Certified Financial Planner

Start date: 2004

Experience

Past

September 7, 2023 - December 31, 2025

SIGNATUREFD, LLC

RIA

CRD#: 112758

Mount Pleasant, SC

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.

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.

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

CRD#: 10409

SPRINGFIELD, MA

Past

November 18, 1999 - January 15, 2002

FERRIS, BAKER WATTS, LLC

CRD#: 285

BALTIMORE, MD

Past

September 23, 1999 - November 16, 1999

LEGG MASON WOOD WALKER, INCORPORATED

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/26/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/7/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 11/20/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 9/22/1999

General Securities Representative Examination

Current Firm

SIGNATUREFD, LLC

F&D ADVISORS, LLC | SIGNATUREFD, LLC

CRD#: 112758 / SEC#: 801-60393

RIA

Registered Investment Advisory firm - (7/6/2001 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNATUREFD, LLC (3/27/2025)

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	Cover Page	Report
09/27/2024	Cover Page	Report
01/26/2024	Cover Page	Report
11/28/2022	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Timothy J. Maurer

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SIGNATUREFD, LLC

TRIAD FINANCIAL ADVISORS, INC.

BUCKINGHAM STRATEGIC WEALTH, LLC

FINANCIAL CONSULATE

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

PSA FINANCIAL ADVISORS INC

PSA EQUITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

FERRIS, BAKER WATTS, LLC

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

SIGNATUREFD, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2002

Series 63

Date: 10/7/1999

Series 55

Date: 11/20/2000

Series 7

Date: 9/22/1999

Current Firm

SIGNATUREFD, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SIGNATUREFD, LLC

TRUST BUT VERIFY

Contact information

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