Tempus Wealth Planning, LLC
Tempus Wealth Planning, LLC (CRD# 285349) is a financial advisory firm headquartered in Irvine, CA. They manage $400,480,124 in 1,654 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management400MILLION
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Total Number of Accounts1,654ACCOUNTS
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Average Account Value$242,128
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, HI, LA, MI, NJ, PA, TX, UT, WA
Russell Blahetka (CRD# 4547259) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Schererville, IN and has over 21 years of experience in the finance industry.
Daniel Carmo (CRD# 2899002) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 26 years of experience in the finance industry.
Gregory Christensen (CRD# 3053526) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 25 years of experience in the finance industry.
Stephen Gilbreth (CRD# 3248269) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 24 years of experience in the finance industry.
Gary Hitzler (CRD# 2699379) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 28 years of experience in the finance industry.
Steven Sturner (CRD# 2140401) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 32 years of experience in the finance industry.
Joseph Szal (CRD# 2216245) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 32 years of experience in the finance industry.
James White (CRD# 4382100) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 22 years of experience in the finance industry.
Jonathan Yoo (CRD# 6617416) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 7 years of experience in the finance industry.