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Get the free Form ADV Part 2A Disclosure Brochure - Retirement Planner

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FORM ADV Part 2A July 1, 2019, This Brochure provides information about the qualifications and business practices of Timothy Financial Counsel, Inc. TIMOTHY. If you have any questions about the contents
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To fill out form adv part 2a, follow these steps:
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Start by providing your basic information such as the name of your firm, its address, and contact details.
03
Next, provide information about your firm's ownership, including any subsidiaries or affiliates.
04
Describe the types of clients your firm serves and the services it offers. Include details about any investment strategies or methodologies used.
05
Provide information about your firm's employees, including their qualifications and roles within the organization.
06
Disclose any disciplinary history or legal proceedings involving your firm or its employees.
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Provide details about your firm's fee structure, including any potential conflicts of interest.
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Describe your firm's compliance program and how it monitors and mitigates any risks.
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Finally, review the completed form for accuracy and submit it to the appropriate regulatory authority.

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Form adv part 2a is needed by investment advisers registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. It is used to provide information to clients and prospective clients about the investment advisory services offered by the firm.
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Form ADV Part 2A is a document that investment advisors must provide to clients that contains important information about the advisor's services, fees, and business practices.
Investment advisors registered with the Securities and Exchange Commission (SEC) or state regulators are required to file Form ADV Part 2A.
To fill out Form ADV Part 2A, advisors must provide detailed information about their services, advisory fees, business practices, and any disciplinary history, following the instructions provided by the SEC.
The purpose of Form ADV Part 2A is to inform clients and prospective clients about the advisory firm’s business practices and to facilitate an informed decision regarding hiring an investment advisor.
Information reported on Form ADV Part 2A includes the advisor's qualifications, types of clients served, fee structure, investment strategies, and any potential conflicts of interest.
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