TEMPUS WEALTH PLANNING, LLC
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About the firm
Tempus Wealth Planning is a fee-only Registered Investment Adviser (RIA) firm with CFP® professionals. Building personal relationships is at the heart of what they do, with a fiduciary process focused on understanding clients' financial situations and goals. The firm offers wealth planning services including investment management, personal financial planning, and retirement planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investment management, personal financial planning, retirement planning, 401k rollover services, risk assessment, and fee-efficient investing. Investment management includes customized portfolio solutions, ongoing portfolio monitoring and reviews, and client education.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 401 | $115M |
| High Net Worth Individuals | 282 | $555M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TEMPUS WEALTH PLANNING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.