How does the advisor help clients – Key Takeaways:
Templer Wealth Management, LLC is known for providing its clients with expert financial advice and guidance. As a financial expert, they have extensive knowledge and experience in the industry, allowing them to provide sound financial solutions to help clients meet their goals and achieve financial stability.
Some key takeaways on how this advisor helps clients include:
- Expert financial advice and guidance
- Extensive knowledge and experience in the industry
- Sound financial solutions to help clients meet their goals
- Assistance in achieving financial stability
Facts and Insights
Here are some facts and insights about Templer Wealth Management, LLC:
- Founded in 2005, Templer Wealth Management, LLC has been in business for over 15 years.
- The firm has over $500 million in assets under management (AUM).
- Templer Wealth Management, LLC has a team of 10 experienced financial advisors.
- The firm is committed to providing personalized and tailored financial solutions to each client.
Their insights and expertise in the financial industry make them a valuable asset to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2005 |
|---|---|
| Assets Under Management (AUM) | $500 million |
| Number of Advisors | 10 |
Financial Services Offered
Templer Wealth Management, LLC offers a wide range of financial services to their clients, including:
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Insurance planning
Their comprehensive approach to financial planning allows clients to have all their financial needs met in one place.
Client Types
Templer Wealth Management, LLC serves a diverse range of clients including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
Their personalized approach to financial planning allows them to cater to the specific needs of each client.
Fees & Compensation
Templer Wealth Management, LLC is a fee-only advisor, meaning they do not receive commissions for selling financial products. They are transparent with their fees and have a fiduciary duty to act in their clients’ best interests.
Their fees are typically based on a percentage of assets under management, allowing their interests to be aligned with their clients’ success.
Background
Templer Wealth Management, LLC was founded in 2005 by John Templer, a highly experienced financial advisor with over 25 years in the industry. John is a CFP® professional and holds numerous other industry certifications. He leads a team of 10 knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential disclosures. Templer Wealth Management, LLC has a clean record with no disclosures reported on their Form ADV. This means that they have not faced any disciplinary actions or legal issues in the past.
This clean track record further solidifies their reputation as a trustworthy and reputable financial advisor.