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Advisors / Connecticut / Glastonbury
35yrs

Timothy Bourdon

Financial advisor at Commonwealth Financial Network

Timothy Bourdon is a fiduciary financial advisor in Glastonbury, Connecticut, with 35 years in the industry. Timothy joined Commonwealth Financial Network in 2005, after three years at Investacorp Advisory Services. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 373 advisors with offices in Glastonbury, and one of 350 fiduciaries.

Glastonbury, CT 06033Top 8% by experience nationwideFiduciary advisor

At a glance

Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?2 states

Services through Commonwealth Financial Network

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2005 – now
  2. Apr 2005 – Apr 2005
  3. 2001 – 2004
    Investacorp Advisory Services Inc.Previously

Questions to ask Timothy

Tailored to Timothy’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Timothy

How do I contact Timothy?

Call Commonwealth Financial Network at (781) 736-0700 and ask for Timothy Bourdon. Timothy works from the Glastonbury, CT office.

How long has Timothy been a financial advisor?

Timothy has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.

What licenses does Timothy hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Timothy a fiduciary?

Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Timothy paid?

Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Timothy for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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