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Iseler Financial

Updated today

Client AUM

$6,458,070

Clients

42

Advisors

1

of 1 employees

About

Iseler Financial provides advice to individuals, high‑net‑worth households and small businesses through ongoing financial planning with discretionary investment management, project‑based planning, consultations and business‑consulting services. The firm also offers limited personal income tax preparation and filing for straightforward individual returns and conducts periodic educational workshops and speaking engagements for groups.

The firm’s investment approach combines long‑term, buy‑and‑hold discipline with asset‑allocation frameworks such as core‑and‑satellite and principles from modern portfolio theory, informed by fundamental analysis and periodic rebalancing. Portfolios may incorporate ESG‑aware strategies and are managed on a discretionary basis to align with each client’s objectives and risk tolerance, with reviews performed quarterly or more often.

What is notable about this firm compared with many independent peers is its regular delivery of educational seminars and speaking engagements alongside advisory work, and its recent addition (beginning with the 2025 tax year) of limited personal income tax preparation for simple Form 1040 filings. The firm combines financial planning, discretionary investment management and basic tax‑return services within a single client relationship while referring complex tax or legal matters to outside specialists.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting Tax-loss harvesting ESG / Sustainable investing

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Fee options

Fixed

Project-Based Financial Planning Services fixed fee of $4,000; Personal Income Tax Preparation at flat fee of $300 per engagement; Educational Workshops & Speaking Engagements fees range from $1,000 to $10,000 per event or $100-$500 per participant.

Percentage

$0 - $99,999: 1.10% annually $100,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.90% annually $1,000,000 - $2,499,999: 0.80% annually $2,500,000 - $4,999,999: 0.70% annually $5,000,000+: 0.60% annually

Project-based

Financial Consultation & Coaching at $400 per hour, billed in 15-minute increments.

Other

Minimum fee: One-time Start-Up Fee of $4,000 for Ongoing Financial Planning with Investment Management Services; Project-Based Financial Planning Service fee fixed at $4,000. Fee-only: Fee-only firm; compensation solely by professional fees from clients; no commissions.

Main office

Durham NC

Advisors at this office

1

Most active in

Michigan · North Carolina

Also doing business as

Iseler Financial · Iseler Financial, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Tim I

CFP®

Durham, NC

Iseler Financial

I didn't set out to become a financial advisor. I spent 18 years in the music industry as a recording and touring audio engineer. What I saw again and again were hardworking, independent people — musicians, artists, freelancers, and other creative professionals — who wanted the same things everyone wants: stability, a plan, a better financial future. But because their income was unconventional, they felt like the financial industry wasn't designed for them. Honestly, they were right. So in 2019 I launched my business, got my CFP® designation, and built a practice specifically for people who've spent their lives and careers outside the mainstream. I work with artists, musicians, authors, and other independent-minded professionals with unconventional careers and the financial complexity that comes with them. I offer two types of services: financial planning and investment management. Financial planning means identifying the two or three things that would make the biggest difference in your financial life right now and building a clear, actionable plan around them. Investment management means taking that completely off your plate — so you never have to think about it, worry about it, or wonder if you're doing it right. The work behind the scenes is rigorous. The experience on your end should feel like talking to someone who genuinely gets it. I live in Durham, NC with my family and our dog Yoshi. I have a degree in mathematics and grew up on a farm in Michigan. The through line: I've always figured things out on my own terms — and I have a lot of respect for people who do the same. If any of this resonates, I'd love to connect.

General retirement planning Cash flow / budgeting Tax-loss harvesting ESG / Sustainable investing Artists or Creative Entertainment Industry Self-Employed Gen Y/Millennials (Born 1980-1995)
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