Trent Templer
Templer Wealth Management, LLC · Tysons Corner, Virginia
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $102.9M across 181 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5374164 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | templerwealth.com |
| Profile |
How Trent's firm compares
- Templer Wealth Management, LLC's average account is about $569,000, from its Form ADV (assets managed divided by 181 accounts).
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Questions about Trent
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Templer Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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