Jonathan Yoo
Tempus Wealth Planning · Irvine, California
Jonathan Yoo 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.
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Facts
| Firm | Tempus Wealth Planning |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $699.4M across 1,751 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6617416 |
| Exams passed | Series 63 (2016) · Series 65 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.tempuswp.com |
How Jonathan's firm compares
- Tempus Wealth Planning's average account is about $399,000, from its Form ADV (assets managed divided by 1,751 accounts).
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Questions about Jonathan
Is Jonathan Yoo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Tempus Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Yoo based?
Jonathan Yoo is based in Irvine, California.
What credentials does Jonathan Yoo hold?
Jonathan Yoo holds the CFP credential.
Is Jonathan Yoo registered with the SEC?
Yes. Jonathan Yoo is registered as an investment adviser representative in CA (CRD 6617416), 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 Jonathan Yoo?
Through Jonathan's website, www.tempuswp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irvine
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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