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Blend Wealth

Updated today

Total assets under management

$21,581,644

Total clients

40

23% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

13

Average account size

$539,541

About

Blend Wealth provides advisory services to individual clients — including high‑net‑worth and non‑HNW households — as well as business owners and employer retirement plans. The firm offers investment management, ongoing financial planning and wealth management, retirement plan consulting, and educational seminars, and clients may elect to receive tax and accounting services through an affiliated entity, Blend Wealth Accounting LLC, which offers tax planning, tax preparation, bookkeeping, payroll, Fractional CFO and business valuation services.

Investment advice is delivered through a goals‑based, allocation‑driven process that emphasizes passive strategies and Modern Portfolio Theory, with portfolios built from index funds and institutional fund families such as Dimensional; accounts are typically managed on a discretionary basis and planning can be provided on an ongoing, project, or hourly basis. The firm also monitors held‑away accounts and addresses retirement rollover decisions as part of its integrated wealth management approach.

Noteworthy distinctions include the firm’s documented use of endorsements and client testimonials in its advertising and a regular program of educational seminars or workshops (sometimes offered pro bono), which the brochure highlights as part of client outreach. The business model integrates an affiliated accounting practice owned by the firm’s principals and on‑staff digital asset advisory expertise, enabling closer coordination of investment, tax, bookkeeping and fractional CFO services than is typical among similarly sized advisory teams.

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Project-based financial planning fees range from $1,500 to $25,000

Percentage

$0 - $1,000,000: 1.25% Over $1,000,000 - $10,000,000: 0.60% Over $10,000,000+: 0.40%

Project-based

$500 per hour for financial planning services

Other

Minimum fee: $3,750 to $100,000 annually based on complexity for Wealth Management Services Fee-only: Fee-only firm; compensation received only from clients for services

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Blend Wealth

9800 Crosspoint Blvd, Suite 200

Indianapolis IN 46256, United States

Number of offices

1

Advisors at this firm

Tim W

CFP®

Indianapolis, IN

Blend Wealth

He helps you WIN in your finances. Tim Woodward is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Kingdom Advisor (CKA®) and a number-cruncher to the core. He joined the industry after a successful “first” career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan. The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts. Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of another wealth management firm in just 3 years that served 150 households and managed over $250 million in assets! Tim’s commitment to putting his clients' interests first has been the cornerstone of his success. He firmly believes that everyone is on their own financial journey, and he is dedicated to helping them navigate the complexities of their finances to reach their goals. He is passionate about analyzing numbers and translating the data into simple, plain English so that clients can confidently make decisions. After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering to families and business owners. They knew there was a major need from business owners looking for help understanding their finances and growing a profitable business. And no other wealth management firm was helping business owners to this extent while also prioritizing customer service. With the help of their incredible team, they are now able to offer business advisory services that are designed to help business owners increase their profit and cash flow. Together, Tim and Alexis have built a virtual family office that provides personal advisory and business advisory services to clients virtually all over the country. Tim loves spending quality time with Alexis and their sons Conner and Christian, serving in his church, CrossFit, and being outdoors. Ready to take control of your finances? Contact Tim at tim@blendwealth.com or visit www.blendwealth.com to schedule a Right Fit meeting.

Business ownership considerations Retirement income strategy Founder/Business Owner Gen X (Born 1965-1980) Christian Faith Based
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James M

CFP®, Series 63, Series 65

Indianapolis, IN

Blend Wealth

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Alexis W

CFP®

Indianapolis, IN

Blend Wealth

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David K

Series 65

Indianapolis, IN

Blend Wealth

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