Timothy J. LaPean, CFP®, APDA® Thoughtful Financial Planning
- 314 Clifton Ave, Suite 105, Minneapolis, MN 55403
- 612-460-7355
- Timothy@ThoughtfulFP.com
- http://www.ThoughtfulFinancialPlanning.com
About Timothy J. LaPean, CFP®, APDA®
Hello, I’m Timothy. I specialize in helping women, members of the LGBT community, and the people who love them with the practical side of living a more fulfilling life.
I stumbled into the financial services industry more than 15 years ago and I fell in love with transforming lives instead of equations. I’ve been a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, a member of the Financial Planning Association (FPA) since 2008, an Accredited Domestic Partnership Advisor (ADPA®) since 2011, a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor since 2014, and I’ve been working toward being as amazing as possible since I was six.
Ideal Clients
- Gen X
- LGBTQ Women
- LGBTQIA
- Single Women
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly: $115+/mo + $715+ upfront
- Hourly: $215+/hr
- AUM: 1.0%
SEC Records
States Registered
- Minnesota
