Michael Templeman
Templeman Wealth Management · Rancho Santa Margarita, California
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.
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Facts
| Firm | Templeman Wealth Management |
|---|---|
| Based in | Rancho Santa Margarita, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $52.0M across 49 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7346254 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.templemanwealth.com |
How Michael's firm compares
- Templeman Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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