# Tempus Wealth Planning, LLC

> Tempus Wealth Planning, LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 285349
- Filed as: TEMPUS WEALTH PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285349
- AdvisorCensus page: https://advisorcensus.com/firm/tempus-wealth-planning-llc-irvine-ca-285349

## Quick answers

**How is Tempus Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tempus Wealth Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tempus Wealth Planning, LLC located?**
Tempus Wealth Planning, LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Tempus Wealth Planning, LLC registered with the SEC or a state?**
Tempus Wealth Planning, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285349.

**How much does Tempus Wealth Planning, LLC manage?**
Tempus Wealth Planning, LLC reports $699,383,573 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (96% discretionary).

**How have Tempus Wealth Planning, LLC's assets and staff changed since 2021?**
In the Form ADV data for Tempus Wealth Planning, LLC: Regulatory assets under management: $162,726,732 in the October 2021 data and $699,383,573 in the October 2026 data, up 330%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tempus Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (401); high net worth individuals (282).

**Which custodians does Tempus Wealth Planning, LLC use?**
Tempus Wealth Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tempus Wealth Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285349

**What changed in Tempus Wealth Planning, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $506,514,848 to $699,383,573 (+38%). Employees performing advisory functions went from 8 to 9. Registered or notice-filed in ID.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $699,383,573
- Discretionary: $668,611,356
- Non-discretionary: $30,772,217

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 401 | $115,479,929 |
| High net worth individuals | 282 | $555,035,134 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $28,868,510 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (9 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, HI, ID, LA, NC, NJ, OR, PA, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tempuswp.com
- Facebook @TEMPUSWP
- LinkedIn @caydennorton
- LinkedIn @daniel-carmo-27658b31
- LinkedIn @gary-hitzler-20926650
- LinkedIn @haley-carmo
- LinkedIn @jamesbwhite
- LinkedIn @jonathan-yoo
- LinkedIn @joseph-joe-szal-crpc®-88933227
- LinkedIn @michael-carmo
- LinkedIn @stephen-gilbreth
- LinkedIn @stevesturner

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $162,726,732 | 6 | July 9, 2021 |
| October 2022 | $247,951,298 | 7 | August 23, 2022 |
| October 2023 | $312,385,501 | 11 | April 17, 2023 |
| October 2024 | $400,480,124 | 11 | March 20, 2024 |
| October 2025 | $506,514,848 | 9 | March 4, 2025 |
| October 2026 | $699,383,573 | 9 | March 16, 2026 |

Regulatory assets under management: $162,726,732 in the October 2021 data and $699,383,573 in the October 2026 data, up 330%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $506,514,848 to $699,383,573 (+38%).
- Employees performing advisory functions went from 8 to 9.
- Registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tempus Wealth Planning, LLC (CRD 285349): Form ADV filing data as of October 2026.