Lance Tempest
Lance Tempest is a registered investment advisor at Landmark Wealth Advisors, LLC, based in Farmington, UT, with 29 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 267 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may be adjusted based on various factors.
Fee Estimator
Location
286 South 200 West, Suite 230, Farmington, UT, 84025
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lance engages in outside sales of fixed life and health insurance, dedicating minimal time. He also provides bookkeeping services for families, spending a few hours per week on tasks such as bank reconciliation and budgeting.
Employment History
Current Registrations
Landmark Wealth Advisors, LLC
Previous Registrations
Tempest Financial Advisors, L.C.
LPL Financial Corporation
State Registrations2 states
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.