Timothy Pehl
Luther Forest Wealth Advisors · Malta, New York
Timothy Pehl is a fee-only financial advisor at Luther Forest Wealth Advisors in Malta, New York, who holds the CFP credential. Luther Forest Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Luther Forest Wealth Advisors |
|---|---|
| Based in | Malta, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $98.6M across 471 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2981855 |
| Exams passed | Series 63 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lutherforestwealthadvisors.com |
How Timothy's firm compares
- Luther Forest Wealth Advisors's average account is about $209,000, from its Form ADV (assets managed divided by 471 accounts).
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Questions about Timothy
Is Timothy Pehl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Luther Forest Wealth Advisors 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, Luther Forest Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Pehl based?
Timothy Pehl is based in Malta, New York.
What credentials does Timothy Pehl hold?
Timothy Pehl holds the CFP credential.
Is Timothy Pehl registered with the SEC?
Yes. Timothy Pehl is registered as an investment adviser representative in NY (CRD 2981855), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Luther Forest Wealth Advisors manage?
Luther Forest Wealth Advisors reports $98.6M across 471 accounts in assets under management.
How do I contact Timothy Pehl?
Through Timothy's website, www.lutherforestwealthadvisors.com.
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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