Joseph Szal
Tempus Wealth Planning · Irvine, California
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.
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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 |
| SEC registration | Investment adviser representative in CA · CRD 2216245 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tempuswp.com |
How Joseph'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 Joseph
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.
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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