Timothy Scholten
Yarger Wealth Strategies · Westerville, Ohio
Timothy Scholten is a fee-only financial advisor at Yarger Wealth Strategies in Westerville, Ohio. Timothy focuses on retirement planning and estate & legacy planning. Yarger Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Retirees
Facts
| Firm | Yarger Wealth Strategies |
|---|---|
| Based in | Westerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $529.7M across 753 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 2382671 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.yargerwealth.com |
| Profile |
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Questions about Timothy
Is Timothy Scholten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Yarger Wealth Strategies 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, Yarger Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy Scholten based?
Timothy Scholten is based in Westerville, Ohio.
What does Timothy specialize in?
Timothy's specialties include retirement planning and estate & legacy planning. Timothy works with executives, high earners and retirees.
Is Timothy Scholten registered with the SEC?
Yes. Timothy Scholten is registered as an investment adviser representative in OH and TX (CRD 2382671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yarger Wealth Strategies manage?
Yarger Wealth Strategies reports $529.7M across 753 accounts in assets under management.
How do I contact Timothy Scholten?
Through Timothy's website, www.yargerwealth.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
- Yarger Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- 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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