Lance Tempest
Landmark Wealth Advisors · Farmington, Utah
Lance Tempest is a fee-only financial advisor at Landmark Wealth Advisors in Farmington, Utah. Lance focuses on retirement planning. Landmark Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Landmark Wealth Advisors |
|---|---|
| Based in | Farmington, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.9M across 268 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 2848600 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.landmarkwa.com |
| Profile |
How Lance's firm compares
- Landmark Wealth Advisors's average account is about $507,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Lance
Is Lance Tempest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Landmark Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Landmark Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lance Tempest based?
Lance Tempest is based in Farmington, Utah.
What does Lance specialize in?
Lance's specialties include retirement planning.
Is Lance Tempest registered with the SEC?
Yes. Lance Tempest is registered as an investment adviser representative in TX and UT (CRD 2848600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Landmark Wealth Advisors manage?
Landmark Wealth Advisors reports $135.9M across 268 accounts in assets under management.
How do I contact Lance Tempest?
Through Lance's website, www.landmarkwa.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
- Landmark Wealth Advisors 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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