Timothy Woodward is a CFP-designated registered investment advisor at Blend Wealth, based in Indianapolis, IN, with 12 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 40 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Contact
Timothy Woodward
Location
9800 Crosspoint Blvd, Suite 200, Indianapolis, IN, 46256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Timothy owns Blend Wealth Accounting LLC, offering accounting and tax services since January 2025. This takes about half of his time, typically during securities trading hours.
Employment History
Current Registrations
Blend Wealth
Previous Registrations
Origin Financial
Shoreline Wealth Advisors
Market Street Wealth Management Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Tim 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.