Firm
Templer Wealth Management, LLC
Tysons Corner, Virginia
Fee-only
Templer Wealth Management, LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 44 individual clients, 34 of them high net worth.
- Its average account is about $569,000 (assets it manages divided by its 181 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Tysons Corner, Virginia |
|---|---|
| Website | templerwealth.com |
| [email protected] | |
| Phone | (703) 927-4126 |
Templer Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our minimum portfolio management size is $1,000,000." source
"Templer Wealth Management receives compensation based on a percentage of assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $103 million |
| Individual clients | 10 |
| High-net-worth clients | 34 |
| Accounts managed | 181 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-136275) |
| Financial planning | Offered |
| Form ADV filed | April 17, 2026 |
| SEC record | CRD 305972 |