Trent Templer is a CFP-designated registered investment advisor at Templer Wealth Management, LLC, based in Vienna, VA, with 17 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 44 clients with $100M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiated, waived, or reduced on a client-by-client basis.
Fee Estimator
Contact
Trent Templer
Location
8000 Towers Crescent Dr., Suite 1350, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Templer Wealth Management, LLC
Previous Registrations
Sentinel Wealth Management, INC.
USAA Financial Planning Services
Keel Point Advisors, LLC
State Registrations1 state
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.
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