Tempus Wealth Planning, Llc
- Regulatory AUM
- $699M
- Discretionary
- $669M
- Clients
- 683
- Avg AUM / client
- $1.0M
- Accounts
- 1,751
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 401 | $115M | 16.5% |
| High net worth individuals | 282 | $555M | 79.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $28.9M | 4.13% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Barker White | Managing Member | CFP | Oct 2016 (10y) | 25% – 50% |
| Stephen Michael Gilbreth | Chief Executive Officer/ Managing Member | Oct 2016 (10y) | 25% – 50% | |
| Steven Bruce Sturner | Managing Member & Chief Compliance Officer | Oct 2016 (10y) | 25% – 50% | |
| Jonathan Y Yoo | Registered representative | CFP | Mar 2017 (9y) | |
| Daniel Louis Carmo | Registered representative | May 2021 (5y) | ||
| Joseph John Szal | Registered representative | Feb 2022 (4y) | ||
| Gary Thomas Hitzler | Registered representative | Aug 2022 (4y) | ||
| Cayden Norton | Registered representative | CFP | Dec 2023 (3y) | |
| Michael Robert Carmo | Registered representative | Jun 2025 (1y) | ||
| Brad Cotner | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 889 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $672M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗