Templer Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial planning and consulting services are offered for a fixed fee ranging from $2,500 to $10,000 or on an hourly rate not to exceed $300 per hour.”

Flat or project fee

$2,500⁠-⁠$10,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Templer Wealth Management, LLC bills

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

• “Billing Your account will be billed quarterly in advance based on the aggregate fair market value of your portfolio on the last business day of the previous calendar quarter and where it falls within our tiered fee schedule.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan or consulting project; 3.”
• “Require full payment upon completion of the financial plan or consulting project; or 4.”

How Templer Wealth Management, LLC’s fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Vienna that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Virginia median of $4,250. 70% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Vienna that publish a flat or project fee charge less.

About Templer Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

44

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$102,919,045

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305972

Website

linkedin.com/company/templerwealth (opens in new tab)

Phone

(703) 927-4126

Other planners in Vienna that publish fees

• Allegiance Financial GroupVienna$300⁠-⁠$600/hr, $1,000⁠-⁠$100,000/yr
• Alphaplus Wealth Management LLCVienna$595/hr
• B.g. Kaserman & Associates L.L.C.Vienna$500
• Birch Street Financial AdvisorsVienna$350⁠-⁠$450/hr, $1,500
• Capitol Private Wealth Group LLCVienna$350/hr, $10,000
• Discovery Wealth Planning LLCVienna$395/hr, $7,800⁠-⁠$9,900/yr

Compare all 18 planners in Vienna