Timothy Videnka
Forza Wealth Management · Sarasota, Florida
Timothy Videnka is a fee-only financial advisor at Forza Wealth Management in Sarasota, Florida, who holds the CFP and CFA credentials. Timothy focuses on sustainable & impact investing. Forza Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Forza Wealth Management |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $422.4M across 356 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 3251250 |
| Exams passed | Series 63 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.forzawealth.com |
How Timothy's firm compares
- Forza Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Timothy
Is Timothy Videnka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Forza Wealth 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's firm, Forza Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Timothy charge?
According to Forza Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Timothy Videnka based?
Timothy Videnka is based in Sarasota, Florida.
What does Timothy specialize in?
Timothy's specialties include sustainable & impact investing.
What credentials does Timothy Videnka hold?
Timothy Videnka holds the CFP and CFA credentials.
Is Timothy Videnka registered with the SEC?
Yes. Timothy Videnka is registered as an investment adviser representative in FL and TX (CRD 3251250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forza Wealth Management manage?
Forza Wealth Management reports $422.4M across 356 accounts in assets under management.
How do I contact Timothy Videnka?
Through Timothy's website, www.forzawealth.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
- Forza Wealth 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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