Tempus Wealth Planning, LLC

Tempus Wealth Planning, LLC (CRD# 285349) is a financial advisory firm headquartered in Irvine, CA. They manage $400,480,124 in 1,654 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618
https://www.linkedin.com/in/jeremyportnoff/
By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    1,654
    ACCOUNTS
  • Average Account Value
    $242,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, LA, MI, NJ, PA, TX, UT, WA

Financial Advisors at Tempus Wealth Planning, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Russell Blahetka, financial advisor Schererville IN
Russell E. Blahetka
CRD#: 4547259
Schererville, IN

Russell Blahetka (CRD# 4547259) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Schererville, IN and has over 21 years of experience in the finance industry.

2
Daniel Carmo, financial advisor Irvine CA
Daniel L. Carmo
CRD#: 2899002
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618

Daniel Carmo (CRD# 2899002) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 26 years of experience in the finance industry.

3
Gregory Christensen, financial advisor Irvine CA
Gregory D. Christensen
CRD#: 3053526
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618

Gregory Christensen (CRD# 3053526) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 25 years of experience in the finance industry.

4
Stephen Gilbreth, financial advisor Irvine CA
Stephen M. Gilbreth
CRD#: 3248269
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618

Stephen Gilbreth (CRD# 3248269) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 24 years of experience in the finance industry.

5
Gary Hitzler, financial advisor Irvine CA
Gary T. Hitzler
CRD#: 2699379
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618

Gary Hitzler (CRD# 2699379) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 28 years of experience in the finance industry.

6
Steven Sturner, financial advisor Irvine CA
Steven B. Sturner
CRD#: 2140401
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618

Steven Sturner (CRD# 2140401) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 32 years of experience in the finance industry.

7
Joseph Szal, financial advisor Irvine CA
Joseph J. Szal
CRD#: 2216245
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618

Joseph Szal (CRD# 2216245) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 32 years of experience in the finance industry.

8
James White, financial advisor Irvine CA
James B. White
CRD#: 4382100
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618

James White (CRD# 4382100) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 22 years of experience in the finance industry.

9
Jonathan Yoo, financial advisor Irvine CA
Jonathan Y. Yoo
CRD#: 6617416
100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618

Jonathan Yoo (CRD# 6617416) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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