Insights

Niche Financial Services Texas-based boutique firm offering tax, advisory and administrative services to high-touch clients such as individuals, trusts, foundations, and organizations, presenting an opportunity to upsell compliance, wealth planning, and entity administration services to similar clients in the region.

Small Firm, Big Needs Low headcount (2-10) suggests potential for managed services, outsourced accounting, and scalable tech solutions to improve efficiency, reduce overhead, and support growth without a large in-house IT or compliance team.

Tech Stack Fit Current use of Windows Server, ASP.NET, Apache and IIS indicates compatibility with enterprise-grade, Windows-centric software, enabling cross-sell of security, backup, and cloud migration services, as well as specialised tax/financial software integrations.

Growth Signals Revenue in the range of $10M-$25M signals capable client base with expansion potential; target for premium advisory, financial planning platforms, and automated trust and entity administration to unlock broader service footprints.

Competitive Positioning Industry peers are large firms with significant scale; position Timmons Advisors as a focused, high-touch alternative for fiduciary and foundation clients, offering tailored compliance, governance, and personalized advisory packages to win share from bigger incumbents.

Similar companies to Timmons Advisors, LLC

Timmons Advisors, LLC Tech Stack

Timmons Advisors, LLC uses 4 technology products and services including Windows Server, Microsoft ASP.NET, Apache, and more. Explore Timmons Advisors, LLC's tech stack below.

  • Windows Server
    Operating Systems
  • Microsoft ASP.NET
    Web Frameworks
  • Apache
    Web Servers
  • Microsoft IIS
    Web Servers

Timmons Advisors, LLC's Email Address Formats

Timmons Advisors, LLC uses at least 3 email formats:
Timmons Advisors, LLC Email FormatsExamplePercentage
FLast@timmonsadvisors.comJDoe@timmonsadvisors.com
63%
First.Last@timmonsadvisors.comJohn.Doe@timmonsadvisors.com
25%
FirstLast@timmonsadvisors.comJohnDoe@timmonsadvisors.com
12%

Frequently Asked Questions

What is Timmons Advisors, LLC's phone number?

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You can contact Timmons Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Timmons Advisors, LLC's official website and social media links?

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Timmons Advisors, LLC's official website is timmonsadvisors.com and has social profiles on LinkedIn.

How much revenue does Timmons Advisors, LLC generate?

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As of September 2026, Timmons Advisors, LLC's annual revenue is estimated to be $10M - $25M.

What is Timmons Advisors, LLC's SIC code and NAICS code?

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Timmons Advisors, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Timmons Advisors, LLC have currently?

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As of September 2026, Timmons Advisors, LLC has approximately 3 employees across 1 continents, including North America. Key team members include Contact: A. B. Explore Timmons Advisors, LLC's employee directory with LeadIQ.

What industry does Timmons Advisors, LLC belong to?

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Timmons Advisors, LLC operates in the Financial Services industry.

What technology does Timmons Advisors, LLC use?

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Timmons Advisors, LLC's tech stack includes Windows Server, Microsoft ASP.NET, Apache and Microsoft IIS.

What is Timmons Advisors, LLC's email format?

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Timmons Advisors, LLC's email format typically follows the pattern of FLast@timmonsadvisors.com. Find more Timmons Advisors, LLC email formats with LeadIQ.
Timmons Advisors, LLC logo

Timmons Advisors, LLC

Financial ServicesTexas, United States2-10 Employees

Timmons Advisors, LLC is a financial services firm headquartered in Houston, Texas. It serves a selective client base that includes individuals, trusts, foundations, and other organizations by providing tax, advisory, and administrative services. Its professionals work across tax and legal matters, financial planning, and trust and entity administration. The firm operates with a small, focused team. By offering coordinated tax, legal, financial, and trust administration support, it serves individuals, trusts, foundations and other organizations seeking integrated guidance in the Houston area.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Timmons Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

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