Timothy Iseler
Iseler Financial LLC · Durham, North Carolina
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.
Request an introduction to Timothy →
Specialties
Facts
| Firm | Iseler Financial LLC |
|---|---|
| Based in | Durham, North Carolina |
| Fee model | One-time planning fee · Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $6.5M across 115 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7140564 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | iselerfinancial.com |
| Profile |
How Timothy's firm compares
- Iseler Financial LLC's average account is about $56,000, from its Form ADV (assets managed divided by 115 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy 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 Timothy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Iseler Financial LLC 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.
See something wrong? Request a correction. Read our methodology.