Kenneth Templeton
Ulta Wealth Management · Las Vegas, Nevada
Kenneth Templeton is a fee-only financial advisor at Ulta Wealth Management in Las Vegas, Nevada. Kenneth charges a percentage of assets and focuses on retirement planning and family wealth transfer.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Ulta Wealth Management |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $146.5M across 31 accounts |
| SEC registration | Investment adviser representative in NV · CRD 5839612 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.ultawealth.com |
| Profile |
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Questions about Kenneth
Is Kenneth Templeton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Ulta Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth charges a percentage of assets.
Where is Kenneth Templeton based?
Kenneth Templeton is based in Las Vegas, Nevada.
What does Kenneth specialize in?
Kenneth's specialties include retirement planning and family wealth transfer. Kenneth works with ultra high net worth.
Is Kenneth Templeton registered with the SEC?
Yes. Kenneth Templeton is registered as an investment adviser representative in NV (CRD 5839612), 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 Ulta Wealth Management manage?
Ulta Wealth Management reports $146.5M across 31 accounts in assets under management.
How do I contact Kenneth Templeton?
Through Kenneth's website, www.ultawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Ulta Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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