Iseler Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
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.
$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
$400 per hour, billed in quarter-hour increments
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
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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