Katie Lenz
Timberchase Financial · Homewood, Alabama
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.
Request an introduction to Katie →
Facts
| Firm | Timberchase Financial |
|---|---|
| Based in | Homewood, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $280.2M across 830 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, OR · CRD 5673717 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.timberchase.net |
How Katie's firm compares
- Timberchase Financial's average account is about $338,000, from its Form ADV (assets managed divided by 830 accounts).
Request an introduction to Katie
Tell Katie a little about what you're looking for. Katie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Katie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.