Tim Iseler

Advisor at Iseler Financial

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Credentials

CFP®

Iseler Financial logo

Firm

Iseler Financial

Location

Durham, NC

About

Tim founded Iseler Financial to help creative professionals build stability & security in their financial lives. The firm offers hourly engagements, one-time plans, ongoing financial planning, and investment management.

Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

Occupation focus

Artists or Creative Entertainment Industry Self-Employed

Demographic focus

Gen Y/Millennials (Born 1980-1995)

Fee options

AUM: 1%

Flat: $3500

Hourly: $400/hr

We offer 3 different service models to suit a variety of needs: Financial Coaching Sessions, One-Time Financial plans at a flat rate, and Ongoing Financial Planning with fees based on investments managed. Please reach out to find out which of these levels is right for you. Thanks!

Work history

Iseler Financial, LLC

2019 - Present (7 years)

Self-Employed

2005 - Present (21 years)

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