Timothy Wallender
Wallender, Timothy Joseph · Manhattan Beach, California
Timothy Wallender is a fee-only financial advisor at Wallender, Timothy Joseph in Manhattan Beach, California, who holds the CFP credential. Wallender, Timothy Joseph reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wallender, Timothy Joseph |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $137.3M across 257 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2539920 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.strategicindex.com |
How Timothy's firm compares
- Wallender, Timothy Joseph's average account is about $534,000, from its Form ADV (assets managed divided by 257 accounts).
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Questions about Timothy
Is Timothy Wallender a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Wallender, Timothy Joseph 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, Wallender, Timothy Joseph, reports charging a percentage of assets on its SEC Form ADV.
Where is Timothy Wallender based?
Timothy Wallender is based in Manhattan Beach, California.
What credentials does Timothy Wallender hold?
Timothy Wallender holds the CFP credential.
Is Timothy Wallender registered with the SEC?
Yes. Timothy Wallender is registered as an investment adviser representative in CA and TX (CRD 2539920), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallender, Timothy Joseph manage?
Wallender, Timothy Joseph reports $137.3M across 257 accounts in assets under management.
How do I contact Timothy Wallender?
Through Timothy's website, www.strategicindex.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Manhattan Beach
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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