# Michael Templeman

> Michael Templeman is a fee-only financial advisor at Templeman Wealth Management in Rancho Santa Margarita, California, who holds the CFP credential. Templeman Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-templeman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Templeman Wealth Management
- **Based in:** Rancho Santa Margarita, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $52.0M across 49 accounts
- **Credentials:** CFP
- **CRD:** 7346254 (https://adviserinfo.sec.gov/individual/summary/7346254)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.templemanwealth.com

## Frequently asked questions

### Is Michael Templeman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Templeman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Templeman Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Michael Templeman based?

Michael Templeman is based in Rancho Santa Margarita, California.

### What credentials does Michael Templeman hold?

Michael Templeman holds the CFP credential.

### Is Michael Templeman registered with the SEC?

Yes. Michael Templeman is registered as an investment adviser representative in CA and TX (CRD 7346254), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Templeman Wealth Management manage?

Templeman Wealth Management reports $52.0M across 49 accounts in assets under management.

### How do I contact Michael Templeman?

Through Michael's website, www.templemanwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7346254): 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.