Advisor at Wendt Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wendt Financial Advisors, LLC
Location
Battle Creek, MI
Credentials
CFP®, Series 63, Series 65
Industry experience
17 years
Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.
Based on Wendt Financial Advisors, LLC
Financial planning project fees vary; minimum project fee for comprehensive financial plan is $3,500
$0 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.70% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.30% annually
Financial planning services at $350 per hour
Minimum fee: Minimum quarterly fee of $500 for investment management Fee-only: Fee-only financial planning firm; does not accept commissions or sell products
Battle Creek, MI
Michigan · Texas
Wendt Financial Advisors, LLC
2020 - Present (6 years)
Plante & Moran PLLC
2010 - 2020 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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