Michael Templeman
Michael Templeman is a CFP-designated registered investment advisor at Templeman Wealth Management INC., based in Rancho Santa Margarita, CA, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 22 clients with $52M 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fee Estimator
Location
30376 Esperanza, Suite 100, Rancho Santa Margarita, CA, 92688
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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 Activities
Michael owns 100% of T Lot Realty LLC, a commercial real estate holding company. He also owns 100% of Paradigm Table Games, Inc., which licenses table game content and provides table game layouts to casinos.
Employment History
Current Registrations
Templeman Wealth Management INC.
State Registrations2 states
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