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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

TIMOTHY WINFIELD HARVEY

Advisor at ASPIRIANT, LLC

LOS ANGELES, CA | Mountain View, CA

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Search this name across graphsid dfx:ria:1a329333-1141-c59f-e03b-a880ea6dc6bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jan 7, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASPIRIANT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Dec 1, 2010
First registration: Jan 7, 2011
Dual registered: no
Other names: TIMOTHY HARVEY
IAPD individual key: 5845300

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPIRIANT, LLC	Independent wealth	Oct 21, 2024	n/a	yes	LOS ANGELES, CA\|Mountain View, CA	Current employment
THE MATHER GROUP, LLC	Independent wealth	Aug 18, 2022	Oct 9, 2024	no	Lafayette, CA\|CHICAGO, IL	Previous registration
HC FINANCIAL ADVISORS INC	Former SEC adviser	Jun 9, 2021	Aug 9, 2022	no	LAFAYETTE, CA	Previous registration
BORDEAUX WEALTH ADVISORS	Former SEC adviser	Apr 14, 2017	May 24, 2021	no	MENLO PARK, CA	Previous registration
BROWNSON, REHMUS & FOXWORTH	Former SEC adviser	Aug 26, 2016	Apr 5, 2017	no	MENLO PARK, CA	Previous registration
PATHWAY FINANCIAL ADVISORS, LLC	Independent wealth	Jul 9, 2013	Aug 8, 2016	no	SOUTH BURLINGTON, VT	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Jan 7, 2011	Jun 5, 2013	no	BRISTOL, VT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE MATHER GROUP, LLC	ASPIRIANT, LLC	Oct 9, 2024	Oct 21, 2024	12	Firm change	RIA to RIA
HC FINANCIAL ADVISORS INC	THE MATHER GROUP, LLC	Aug 9, 2022	Aug 18, 2022	9	Firm change	RIA to RIA
BORDEAUX WEALTH ADVISORS	HC FINANCIAL ADVISORS INC	May 24, 2021	Jun 9, 2021	16	Firm change	RIA to RIA
BROWNSON, REHMUS & FOXWORTH	BORDEAUX WEALTH ADVISORS	Apr 5, 2017	Apr 14, 2017	9	Firm change	Other
PATHWAY FINANCIAL ADVISORS, LLC	BROWNSON, REHMUS & FOXWORTH	Aug 8, 2016	Aug 26, 2016	18	Firm change	Other
TOWER SQUARE SECURITIES, INC.	PATHWAY FINANCIAL ADVISORS, LLC	Jun 5, 2013	Jul 9, 2013	34	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110436:156005:CA:2022-08-09	Aug 9, 2022	Aug 18, 2022	LAFAYETTE, CA	Firm change
283135:287758:CA:2017-04-05	Apr 5, 2017	Apr 14, 2017	MENLO PARK, CA	Firm change

Relationships

Registered with (7)

→ ASPIRIANT, LLCRegistered adviserregistration: current employment
Oct 21, 2024 to presentfactForm ADV
→ THE MATHER GROUP, LLCRegistered adviserregistration: previous registration
Aug 18, 2022 to Oct 9, 2024factForm ADV
→ HC FINANCIAL ADVISORS INCRegistered adviserregistration: previous registration
Jun 9, 2021 to Aug 9, 2022factForm ADV
→ BORDEAUX WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 14, 2017 to May 24, 2021factForm ADV
→ BROWNSON, REHMUS & FOXWORTHRegistered adviserregistration: previous registration
Aug 26, 2016 to Apr 5, 2017factForm ADV
→ PATHWAY FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 9, 2013 to Aug 8, 2016factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Jan 7, 2011 to Jun 5, 2013factForm ADV

Dated events

Occurred
Oct 9, 2024
Advisor changed firm
Timothy Winfield Harvey left The Mather Group, Llc for Aspiriant, Llc (registered 2024-10-21)
Form ADVobserved 3 days ago
Occurred
Aug 9, 2022
Advisor changed firm
Timothy Winfield Harvey left Hc Financial Advisors Inc for The Mather Group, Llc (registered 2022-08-18)
Form ADVobserved 3 days ago