Timothy Mandel
Mandel Financial Services · Cincinnati, Ohio
Timothy Mandel is a fee-only financial advisor at Mandel Financial Services in Cincinnati, Ohio. Mandel Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mandel Financial Services |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $28.2M across 56 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7224891 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Timothy's firm compares
- Mandel Financial Services's average account is about $504,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Timothy
Is Timothy Mandel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Mandel Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Mandel Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy Mandel based?
Timothy Mandel is based in Cincinnati, Ohio.
Is Timothy Mandel registered with the SEC?
Yes. Timothy Mandel is registered as an investment adviser representative in OH (CRD 7224891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mandel Financial Services manage?
Mandel Financial Services reports $28.2M across 56 accounts in assets under management.
How do I contact Timothy Mandel?
Contact details aren't on file yet. Search for Mandel Financial Services.
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.
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