RT
RT

Robert Tempchin

14 Years of Experience
Bethesda, MD

Robert Tempchin is a registered investment advisor at R & M Wealth Management, LLC, based in Bethesda, MD, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

R&M Wealth Management Services does not directly manage your investments. Instead, they refer you to third-party money managers. R&M receives 25% of the fees you pay to the third-party manager as a referral fee.

Loading...

Location

6903 Rockledge Drive, Suite 1200, Bethesda, MD, 20817

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Robert works as an accountant at Rubino & Company Chartered, providing accounting and tax preparation services since January 2019. This occupies nearly full-time hours.

Employment History
Current Registrations
R & M Wealth Management, LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Jordan Tempchin & Associates, PC
October 2009 - December 2020 · 11 yrs 2 mos
State Registrations1 state
MD
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.