Tempus Wealth Planning, LLC is a large advisory firm based in Irvine. It manages $100.15 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, New Jersey, Texas, and Utah.
Tempus Wealth Planning provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tempus Wealth Planning, LLC is $100.15 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tempus Wealth Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Tempus Wealth Planning is high net worth individuals with 52 clients and $68.4 million of assets under management. Among the 11 most similar advisory firms, Tempus Wealth Planning has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $100.15 million for 201 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tempus Wealth Planning doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tempus Wealth Planning, LLC performs its advisory services is located at 300 Spectrum Center Drive, Suite 1135, Irvine, CA 92618, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-393-2525. The normal business hours are 9am - 4pm on Monday - Friday. You can find more information about the New York firm at tempuswp.com and its LinkedIn profile.