Timothy Duncan Humphreys
Investment adviser representative at Delaware Wealth Planners
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$255.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Delaware Wealth PlannersApr 2020 to now
- Delaware Avenue Wealth Planners, LLCFeb 2012 to now
- Business Builders for Entrepreneurs, LLCJan 2010 to now
- Williams Humphreys & Company, LLCJan 2005 to now
- Results Oriented Individuals, Inc.Jan 2001 to now
- Eagleview Advisors, IncJun 2014 to Apr 2020
- Whc Management Co.Jan 2006 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (DE).
Delaware Wealth Planners
Legal name: Delaware Avenue Wealth Planners, LLC
$255.6MAssets managed
126Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6015525
- Firm CRD
- 306818