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Iseler Financial

Updated today

Client AUM

$6,458,070

Clients

42

Advisors

1

of 1 employees

About

The firm works with individuals, high‑net‑worth clients, and small businesses, offering comprehensive financial planning and discretionary investment management alongside project‑based planning, consultations, and small‑business advisory. It also provides limited personal income tax return preparation for relatively straightforward individual filings and supports client needs such as retirement, education funding, risk management, and estate/tax coordination.

Investment strategies emphasize diversified asset allocation using approaches such as core‑and‑satellite construction, Modern Portfolio Theory, and selective ESG considerations, with portfolios monitored and rebalanced periodically and reviewed at least annually. The advisory process begins with an intake interview and document collection, results in written planning deliverables and oral summaries, and can include ongoing supervision, coaching sessions, and implementation support.

Notably, the firm offers periodic educational seminars, workshops, and external speaking engagements—services that are uncommon among independent solo advisers—and may provide them pro‑bono or on a per‑event basis. The combination of group education, in‑house limited tax preparation (performed without a separate tax‑specific credential), and targeted small‑business consulting makes its service mix distinctive relative to many peers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting ESG / Sustainable investing

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Fee options

Fixed

Project-Based Financial Planning Service: $4,000 fixed fee; $2,000 due at start and $2,000 due upon completion or 90 days. Personal Income Tax Preparation & Filing: $300 flat fee per engagement. Educational Workshops & Speaking Engagements: Fees range from $1,000 to $10,000 per event or $100 to $500 per participant.

Percentage

$0 - $99,999: 1.10% (110 basis points) annually $100,000 - $499,999: 1.00% (100 basis points) annually $500,000 - $999,999: 0.90% (90 basis points) annually $1,000,000 - $2,499,999: 0.80% (80 basis points) annually $2,500,000 - $4,999,999: 0.70% (70 basis points) annually $5,000,000+: 0.60% (60 basis points) annually

Project-based

$400 per hour, billed in quarter-hour increments

Other

Fee-only: Firm is fee-only; compensated solely by professional fees from clients; no commissions or referral fees accepted or paid.

Main office

Durham NC

Advisors at this office

1

Most active in

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 ESG / Sustainable investing Artists or Creative Entertainment Industry Self-Employed Gen Y/Millennials (Born 1980-1995)
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