Fee-only adviser · Vienna, VA
Templer Wealth Management, LLC
Templer Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Vienna, Virginia. On its latest Form ADV, filed April 17, 2026, it reports $103M in regulatory assets under management, 44 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 305972 · SEC file 801-136275 |
| Office | 8000 Towers Crescent DR. Suite 1350 Vienna, VA 22182 |
| Phone | (703) 927-4126 |
| Website | www.templerwealth.com |
| Regulatory assets under management | $103M |
| Individual clients | 10 non-high-net-worth, 34 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Vienna
- Rembert Pendleton Jackson $2.7B
- Allegiance Financial Group $675M
- Capitol Private Wealth Group LLC $562M
- Yeske Buie Inc. $1.1B
- Glassman Wealth Services, LLC $2.6B
- D'orazio Wealth Advisors $1.4B
See all 15 fee-only advisers in Vienna →
Nearby
- Tysons Corner 1 firm
- McLean 26 firms
- Tysons 2 firms
- Reston 16 firms
- Great Falls 2 firms
- Herndon 3 firms
- Cabin John 1 firm
- Falls Church 3 firms
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