Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Denton
13yrs
Based in Denton, Texas, Timothy Smith is a fiduciary financial advisor with 13 years of industry experience. Timothy joined MWA Financial Services in 2019, a firm offering financial planning, investment management, and selecting outside investment managers. MWA Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 92 advisors with offices in Denton, and one of 77 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 64% of advisors at MWA Financial Services
Office303 N. Carroll Blvd Suite 200, Denton, TX 76201
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$314,476
Advisors at the firm213
States licensed ?1 state
Services through MWA Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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.
Career
- 2019 – nowMWA Financial Services Inc.Current firm
Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Timothy
How do I contact Timothy?
Call MWA Financial Services at (309) 558-3100 and ask for Timothy Smith. Timothy works from the Denton, TX office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2014, about 13 years. More experience than 64% of advisors at MWA Financial Services.
What licenses does Timothy hold?
Series 63, Series 66. 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?
MWA Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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