Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
3yrs
Brad Cotner
Financial advisor at Tempus Wealth Planning
Based in Irvine, California, Brad Cotner is a fiduciary financial advisor with 3 years of industry experience. Brad has been with Tempus Wealth Planning since 2026; before that, Brad spent less than a year at Strategic Advisers and a year at Tamar Securities. Tempus Wealth Planning offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office100 Spectrum Center Drive Suite 1070, Irvine, CA 92618
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$981,720
Advisors at the firm10
States licensed ?1 state
Services through Tempus Wealth Planning
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – nowTempus Wealth Planning, LLCCurrent firm
- Jan 2026 – May 2026Strategic Advisers LLCPreviously
- Mar 2024 – Jul 2025Tamar Securities, LLCPreviously
Questions to ask Brad
Tailored to Brad’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brad
How do I contact Brad?
Call Tempus Wealth Planning at 949-393-2525 and ask for Brad Cotner. Brad works from the Irvine, CA office.
How long has Brad been a financial advisor?
Brad has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Brad hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brad a fiduciary?
Brad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brad paid?
Tempus Wealth Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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