Tim Woodward
Blend Wealth · Indianapolis, Indiana
Tim Woodward is a fee-only financial advisor at Blend Wealth in Indianapolis, Indiana, who holds the CFP and MBA credentials. Tim charges an ongoing planning fee (ongoing planning from $9,000 a year) and focuses on small business owners, tax planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
- Retirees
Facts
| Firm | Blend Wealth |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $9,000 a year |
| Accepting new clients | Yes |
| Assets under management | $55.7M across 372 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IN, KY, TX · CRD 6191791 |
| Exams passed | Series 65 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | blendwealth.com |
| Profile |
How Tim's firm compares
- Ongoing planning starts at $9,000 a year, above the Indiana median of $3,500 for fee-only firms that publish prices.
- Blend Wealth's average account is about $150,000, from its Form ADV (assets managed divided by 372 accounts).
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Questions about Tim
Is Tim Woodward a fee-only financial advisor?
Yes. Tim Woodward is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tim's firm.
How does Tim charge for financial advice?
Tim charges an ongoing planning fee.
How much does Tim charge?
According to Blend Wealth's website, checked October 28, 2026: ongoing planning from $9,000 a year.
Where is Tim Woodward based?
Tim Woodward is based in Indianapolis, Indiana.
What does Tim specialize in?
Tim's specialties include small business owners, tax planning and estate & legacy planning. Tim works with high earners and retirees.
What credentials does Tim Woodward hold?
Tim Woodward holds the CFP and MBA credentials.
Is Tim Woodward registered with the SEC?
Yes. Tim Woodward is registered as an investment adviser representative in IN, KY and TX (CRD 6191791), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Blend Wealth manage?
Blend Wealth reports $55.7M across 372 accounts in assets under management.
How do I contact Tim Woodward?
Through Tim's website, blendwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Blend Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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