Advisor at OpenArc Corporate Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OpenArc Corporate Advisory, LLC
Location
Atlanta, GA 30326
Credentials
Series 66
Industry experience
10 years
Joseph Templeton is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Bank of America, Merrill, and E*TRADE Securities. OpenArc Corporate Advisory provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning for individuals. The firm serves ERISA and non-ERISA retirement plans and employs a diverse investment approach that includes alternatives, direct indexing, digital assets, and third-party manager oversight.
Based on OpenArc Corporate Advisory, LLC
Based on OpenArc Corporate Advisory, LLC
Flat fees range from $1,500 to $10,000 for financial planning and consulting services
Up to 1.75% annually (maximum, negotiable)
Up to $350 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $350 per hour; flat fees range from $1,500 to $10,000 for financial planning and consulting services
3550 Peachtree Road Ne, Floor 7
Atlanta, GA 30326
Georgia · Texas
OpenArc Corporate Advisory, LLC
2025 - Present (1 year)
Bank of America N.A.
2022 - 2025 (3 years)
Merrill
2022 - 2025 (3 years)
E*TRADE Securities LLC
2016 - 2022 (6 years)
E*TRADE Capital Management LLC
2016 - 2022 (6 years)
Krause Wealth Management
2015 - 2016 (1 year)
LPL Financial
2015 - 2016 (1 year)
Marietta Referee Association
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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