# James White

> James White is a fee-only financial advisor at Tempus Wealth Planning in Irvine, California, who holds the CFP credential. Tempus Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-white-4382100/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tempus Wealth Planning
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $699.4M across 1,751 accounts
- **Credentials:** CFP
- **CRD:** 4382100 (https://adviserinfo.sec.gov/individual/summary/4382100)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2001), Series 66 (2003)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.tempuswp.com

## Frequently asked questions

### Is James White a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Tempus Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Tempus Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James White based?

James White is based in Irvine, California.

### What credentials does James White hold?

James White holds the CFP credential.

### Is James White registered with the SEC?

Yes. James White is registered as an investment adviser representative in CA (CRD 4382100), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tempus Wealth Planning manage?

Tempus Wealth Planning reports $699.4M across 1,751 accounts in assets under management.

### How do I contact James White?

Through James's website, www.tempuswp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4382100): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.