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Timothy Fair Agnew

SMITH & HOWARD WEALTH MANAGEMENT, LLC·ATLANTA, Georgia
Clean record23 years registeredSMITH & HOWARD WEALTH MANAGEMENT, LLC
271 17TH STREET NW, ATLANTA, GA 30363CRD# 4368749Firm CRD# 109540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Fair Agnew · ATLANTA, GA
Registration
CRD #4368749 · SMITH & HOWARD WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

SMITH & HOWARD WEALTH MANAGEMENT, LLC
Mar 2003 – present
02

Registrations & Exams

Registration record
First registered · March 18, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMITH & HOWARD WEALTH MANAGEMENT, LLC
CRD 109540 · SEC 801-56734
AUM
$647M
Regulatory assets under management
Employees
10
685 client accounts
Services offered by SMITH & HOWARD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SMITH & HOWARD WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Timothy Fair Agnew offer?
Timothy Fair Agnew specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Timothy Fair Agnew's credentials?
Timothy Fair Agnew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Fair Agnew located?
Timothy Fair Agnew is based in ATLANTA, Georgia, working with SMITH & HOWARD WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Timothy Fair Agnew charge for services?
Timothy Fair Agnew's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH & HOWARD WEALTH MANAGEMENT, LLC?
SMITH & HOWARD WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $647M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMITH & HOWARD WEALTH MANAGEMENT, LLC

Michael Robert Dewitt
ATLANTA, GA
Bradley Dale Swinsburg
ATLANTA, GA
Frederick Starr Wright
ATLANTA, GA

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Research
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