Templeman Wealth Management Inc. fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2021 (5 years).

Financial planner in Rancho Santa Margarita, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 9, 2026, Templeman Wealth Management Inc. charges $330 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“The Annual Fee percentage is prorated for the portion of the year included in the billing period.”
“Prorated fees are calculated on client deposits and withdrawals made during the billing period based on the date of the activity relative to the entire billing period.”
“Clients may terminate the agreement without penalty for a full refund of TWMI’s fees within five business days of signing the Investment Advisory Contract.”

Its hourly rate of $330 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.9% a year
Clients: 22
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $52,004,046
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 312839
Website: templemanwealth.com (opens in new tab)
Phone: (949) 766-1200

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.