# Timothy Wendt

> Timothy Wendt is a fee-only financial advisor at Wendt Financial Advisors in Battle Creek, Michigan, who holds the CFP credential. Timothy focuses on retirement planning. Wendt Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Wendt Financial Advisors
- **Based in:** Battle Creek, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $87.7M across 40 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 2916521 (https://adviserinfo.sec.gov/individual/summary/2916521)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (1997), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wendtfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Wendt Financial Advisors 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, Wendt Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Timothy Wendt based?

Timothy Wendt is based in Battle Creek, Michigan.

### What does Timothy specialize in?

Timothy's specialties include retirement planning.

### What credentials does Timothy Wendt hold?

Timothy Wendt holds the CFP credential.

### Is Timothy Wendt registered with the SEC?

Yes. Timothy Wendt is registered as an investment adviser representative in MI and TX (CRD 2916521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wendt Financial Advisors manage?

Wendt Financial Advisors reports $87.7M across 40 accounts in assets under management.

### How do I contact Timothy Wendt?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2916521): 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://wendtfinancial.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.