# Timothy Iseler

> Timothy Iseler is a fee-only financial advisor at Iseler Financial LLC in Durham, North Carolina, who holds the CFP credential. Timothy charges a one-time planning fee and a percentage of assets and focuses on sustainable & impact investing.

Page: https://find.wellspent.co/advisors/timothy-iseler/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Iseler Financial LLC
- **Based in:** Durham, North Carolina
- **Fee model:** One-time planning fee; Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.5M across 115 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 7140564 (https://adviserinfo.sec.gov/individual/summary/7140564)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://iselerfinancial.com

## Frequently asked questions

### Is Timothy Iseler a fee-only financial advisor?

Yes. Timothy Iseler is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Timothy's firm.

### How does Timothy charge for financial advice?

Timothy charges a one-time planning fee and a percentage of assets.

### Where is Timothy Iseler based?

Timothy Iseler is based in Durham, North Carolina.

### What does Timothy specialize in?

Timothy's specialties include sustainable & impact investing.

### What credentials does Timothy Iseler hold?

Timothy Iseler holds the CFP credential.

### Is Timothy Iseler registered with the SEC?

Yes. Timothy Iseler is registered as an investment adviser representative in NC (CRD 7140564), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Iseler Financial LLC manage?

Iseler Financial LLC reports $6.5M across 115 accounts in assets under management.

### How do I contact Timothy Iseler?

Through Timothy's website, iselerfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45578): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.iselerfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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