Timothy Stein
Bledsoe Asset Management · Phoenix, Arizona
Timothy Stein is a fee-only financial advisor at Bledsoe Asset Management in Phoenix, Arizona. Timothy charges a percentage of assets.
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Facts
| Firm | Bledsoe Asset Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets |
| Assets under management | $189.0M across 688 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 5570174 |
| Exams passed | Series 65 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bledsoellc.com |
How Timothy's firm compares
- Bledsoe Asset Management's average account is about $275,000, from its Form ADV (assets managed divided by 688 accounts).
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Questions about Timothy
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.
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
- Bledsoe Asset Management 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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