Tempus Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Tempus Wealth Partners provides confidential, tailored investment counsel and wealth services to family offices, high‑net‑worth individuals, trusts, institutional clients and business entities, delivering asset management, financial planning, consulting and family office coordination on a fee‑only basis. The firm states it does not accept commissions or third‑party compensation and frames its advice around fiduciary duties.
Its investment approach combines quantitative and qualitative analysis with a disciplined checklist informed by financial‑economics principles, favoring quality‑oriented, diversified, long‑term allocations while allowing tactical adjustments for cyclical conditions. Tempus offers discretionary management of separate accounts across a wide set of asset classes — including public equities and fixed income, real assets, private markets and custom liability‑driven strategies — and tailors counsel to each client’s objectives and constraints.
Noteworthy for a newly registered, single‑advisor manager, the firm supplements institutional and family‑office services with impersonal newsletters and periodic seminars or workshops, and it offers project‑based and hourly planning engagements — features that are uncommon among peer investment managers focused on pooled or institutional mandates. The brochure also emphasizes proprietary methodologies and white‑glove family‑office coordination (governance, tax coordination, manager selection and oversight of privately held or hard‑to‑value assets), expanding the scope of services relative to many small investment managers.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees typically range from $15,000 to $150,000.
$0 - $500,000: 1.250% $500,001 - $1,000,000: 1.000% $1,000,001 - $2,000,000: 0.750% Over $2,000,000+: 0.500%
$500.00 per hour for hourly financial planning and consulting services.
Account minimum: No defined minimum investment amount Fee-only: Fee-only advisory model; no commissions or third-party compensation accepted.
Main office location
Tempus Wealth Partners
Washington DC, United States
Number of offices
1
Most active in
District of Columbia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
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