# Timothy Ziemba

> Timothy Ziemba is a fee-only financial advisor at IRON Financial in Northbrook, Illinois, who holds the CFP and CFA credentials. Timothy focuses on estate & legacy planning, tax planning and founders (pre-exit). IRON Financial reports charging a percentage of assets and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** IRON Financial
- **Based in:** Northbrook, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $489.2M across 649 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Estate & legacy planning, Tax planning, Founders (pre-exit), Family wealth transfer
- **Works with:** Founders, Multi-generational families, Ultra high net worth
- **CRD:** 6387150 (https://adviserinfo.sec.gov/individual/summary/6387150)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2014)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://ironfinancial.com/

## Frequently asked questions

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

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

### Where is Timothy Ziemba based?

Timothy Ziemba is based in Northbrook, Illinois.

### What does Timothy specialize in?

Timothy's specialties include estate & legacy planning, tax planning, founders (pre-exit) and family wealth transfer. Timothy works with founders, multi-generational families and ultra high net worth.

### What credentials does Timothy Ziemba hold?

Timothy Ziemba holds the CFP and CFA credentials.

### Is Timothy Ziemba registered with the SEC?

Yes. Timothy Ziemba is registered as an investment adviser representative in IL (CRD 6387150), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does IRON Financial manage?

IRON Financial reports $489.2M across 649 accounts in assets under management.

### How do I contact Timothy Ziemba?

Through Timothy's website, ironfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6387150): 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://ironfinancial.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.