# Katie Lenz

> Katie Lenz is a fee-only financial advisor at Timberchase Financial in Homewood, Alabama, who holds the CFP credential. Timberchase Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/katie-lenz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Timberchase Financial
- **Based in:** Homewood, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $280.2M across 830 accounts
- **Credentials:** CFP
- **CRD:** 5673717 (https://adviserinfo.sec.gov/individual/summary/5673717)
- **SEC registration:** Investment adviser representative in AL, OR
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.timberchase.net

## Frequently asked questions

### Is Katie Lenz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katie holds no broker registration, and Timberchase Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Katie charge for financial advice?

Katie's firm, Timberchase Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Katie Lenz based?

Katie Lenz is based in Homewood, Alabama.

### What credentials does Katie Lenz hold?

Katie Lenz holds the CFP credential.

### Is Katie Lenz registered with the SEC?

Yes. Katie Lenz is registered as an investment adviser representative in AL and OR (CRD 5673717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Timberchase Financial manage?

Timberchase Financial reports $280.2M across 830 accounts in assets under management.

### How do I contact Katie Lenz?

Through Katie's website, www.timberchase.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5673717): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.