Iseler Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
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.
$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
Financial Consultation & Coaching at $400 per hour, billed in 15-minute increments.
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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