# Joseph Szal

> Joseph Szal is a fee-only financial advisor at Tempus Wealth Planning in Irvine, California. Tempus Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-szal/
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
- **CRD:** 2216245 (https://adviserinfo.sec.gov/individual/summary/2216245)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1992), Series 65 (1992)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.tempuswp.com

## Frequently asked questions

### Is Joseph Szal a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?

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

### Where is Joseph Szal based?

Joseph Szal is based in Irvine, California.

### Is Joseph Szal registered with the SEC?

Yes. Joseph Szal is registered as an investment adviser representative in CA (CRD 2216245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Joseph Szal?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2216245): 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.