# Timothy Stein

> Timothy Stein is a fee-only financial advisor at Bledsoe Asset Management in Phoenix, Arizona. Timothy charges a percentage of assets.

Page: https://find.wellspent.co/advisors/timothy-stein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bledsoe Asset Management
- **Based in:** Phoenix, Arizona
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $189.0M across 688 accounts
- **CRD:** 5570174 (https://adviserinfo.sec.gov/individual/summary/5570174)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2008)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.bledsoellc.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Bledsoe Asset Management 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 charges a percentage of assets.

### Where is Timothy Stein based?

Timothy Stein is based in Phoenix, Arizona.

### Is Timothy Stein registered with the SEC?

Yes. Timothy Stein is registered as an investment adviser representative in AZ (CRD 5570174), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bledsoe Asset Management manage?

Bledsoe Asset Management reports $189.0M across 688 accounts in assets under management.

### How do I contact Timothy Stein?

Through Timothy's website, www.bledsoellc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5570174): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bledsoellc.com/): specialties, clients served, and fees, checked October 30, 2026

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