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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2019
- Office Locations
- 1
Office Locations
About Templer Wealth Management, LLC
Templer Wealth Management is a fee-only, fiduciary RIA providing ongoing portfolio management and comprehensive financial planning, including tax strategy, retirement and education planning, insurance reviews, estate considerations, and charitable giving. The firm serves individuals from middle-income earners to the ultra-affluent who want an objective, evidence-based partner. NAPFA member; no commissioned product sales; custodies primarily at Fidelity/NFS.
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Owner & Executives
TRENT JAMES TEMPLER
Certified Financial Planner, Chief Compliance Officer, Managing Member, President
- CRD
- #5374164
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,919,045 | $568,614 |
| Non-Discretionary | $0 | -- |
| Total | $102,919,045 | $568,614 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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