A complete list of active advisors currently associated with Templeman Wealth Management Inc.

Warmer can help you find a great advisor at Templeman Wealth Management Inc. or one who fits your needs even better.

Templeman Wealth Management Inc. provides discretionary portfolio management and financial planning primarily for individuals and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client and implements portfolios that typically use equities, mutual funds, ETFs and fixed‑income securities. Its investment process combines fundamental, quantitative, technical and charting analysis with elements of modern portfolio theory and a long‑term trading orientation, operating under discretionary authority and quarterly account reviews. Clients receive custodian statements monthly and the firm provides semi‑annual written reports and documented risk‑tolerance levels in each client’s IPS. The firm is affiliated with an accounting practice—the principal maintains a separate accounting business and may offer accounting advice to clients as a distinct service—and discloses ownership interests in other private businesses while stating those activities will not be sold to advisory clients. It operates as a solo advisory practice managing roughly $52 million in discretionary assets for a small client base and requires custody through Schwab Institutional.

To learn more about the advisors currently working at Templeman Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Templeman	Rancho Santa Margarita, CA	5

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