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Gary Hitzler
30 Years of Experience
Irvine, CA
1 Disclosure
Gary Hitzler is a registered investment advisor at Tempus Wealth Planning, LLC, based in Irvine, CA, with 30 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 683 clients with $700M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
683 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$699.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.00% and is negotiable based on portfolio size and complexity. Billed monthly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
100 Spectrum Center Drive, Suite 1070, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002Denied
Employment History
Current Registrations
Tempus Wealth Planning, LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2009 - August 2022 · 12 yrs 10 mos
Ameriprise Financial Services, LLCBroker
October 2009 - August 2022 · 12 yrs 10 mos
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Rsm Mcgladrey, INC.
March 2003 - June 2003 · 3 mos
Ameriprise Advisor Services, INC.Broker
February 1996 - October 2009 · 13 yrs 8 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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