Firm
Iseler Financial LLC
Durham, North Carolina
Fee-only
Iseler Financial LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 42 individual clients.
- Its average account is about $56,000 (assets it manages divided by its 115 accounts).
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Durham, North Carolina |
|---|---|
| Website | iselerfinancial.com |
| [email protected] | |
| Phone | (919) 666-7604 |
Iseler Financial LLC fees
Iseler Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 42 |
| Accounts managed | 115 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 304647 |