# Trent Templer

> Trent Templer is a fee-only financial advisor at Templer Wealth Management, LLC in Tysons Corner, Virginia, who holds the CFP credential. Trent charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/trent-templer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Templer Wealth Management, LLC
- **Based in:** Tysons Corner, Virginia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Assets under management (firm):** $102.9M across 181 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5374164 (https://adviserinfo.sec.gov/individual/summary/5374164)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2007), Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://templerwealth.com

## Frequently asked questions

### Is Trent Templer a fee-only financial advisor?

Yes. Trent Templer is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trent's firm.

### How does Trent charge for financial advice?

Trent charges a percentage of assets.

### How much does Trent charge?

According to Templer Wealth Management, LLC's website, checked October 28, 2026: a $1,000,000 asset minimum.

### Where is Trent Templer based?

Trent Templer is based in Tysons Corner, Virginia.

### What does Trent specialize in?

Trent's specialties include retirement planning and estate & legacy planning. Trent works with retirees and pre-retirees.

### What credentials does Trent Templer hold?

Trent Templer holds the CFP credential.

### Is Trent Templer registered with the SEC?

Yes. Trent Templer is registered as an investment adviser representative in VA (CRD 5374164), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Templer Wealth Management, LLC manage?

Templer Wealth Management, LLC reports $102.9M across 181 accounts in assets under management.

### How do I contact Trent Templer?

Through Trent's website, templerwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45695): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.templerwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.