Timothy Wendt
Wendt Financial Advisors · Battle Creek, Michigan
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.
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Specialties
Facts
| Firm | Wendt Financial Advisors |
|---|---|
| Based in | Battle Creek, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $87.7M across 40 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 2916521 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wendtfinancial.com |
| Profile |
How Timothy's firm compares
- Wendt Financial Advisors's average account is about $2.2 million, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Timothy
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.
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
- Wendt Financial Advisors 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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