Templer Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$102,919,045
Clients
44
77% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
44
HighAverage account size
$2,339,069
About
Templer Wealth Management provides investment advisory and financial planning services to individuals and families, and on occasion to foundations, charitable organizations, corporations, trusts and estates. Offerings include ongoing discretionary portfolio management, stand‑alone financial planning and investment consulting across both securities and non‑securities topics.
The firm typically constructs diversified, mutual fund–focused portfolios guided by fundamental analysis, a buy‑and‑hold orientation, and formal asset‑allocation and rebalancing disciplines; implementation often emphasizes dollar‑cost averaging and matching portfolios to clients’ risk tolerances. Accounts are managed on a percentage‑of‑AUM basis with discretionary authority, and the adviser aggregates held‑away employer retirement accounts through a third‑party platform to enable a more comprehensive allocation and rebalancing view.
Distinctive aspects include managing roughly $103 million across a relatively small number of client relationships, which reflects a selective client roster compared with many peers. The firm uses Fidelity for custody and institutional services and links held‑away plan assets via the Pontera platform—arrangements that provide operational efficiencies but also involve indirect benefits and potential conflicts clients should understand.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Financial planning fixed fees ranging from $2,500 to $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
Up to $300 per hour for financial planning and consulting services
Account minimum: $1,000,000 Fee-only: Financial planning fixed fees ranging from $2,500 to $10,000; hourly rate up to $300 per hour
Main office location
Templer Wealth Management, LLC
8000 Towers Crescent Dr., Suite 1350
Vienna VA 22182, United States
Number of offices
2
Most active in
Templer Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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