TEMPLETON FINANCIAL PLANNING

TEMPLETON FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 132271). Regulatory assets under management: $13.4M.

Registration

• CRD: 132271
• Type: Registered investment adviser
• Phone: 724-695-1087
• Latest filing: 2026-01-09
• Regulatory AUM: $13.4M
• Non-discretionary AUM: $13.4M
• Clients: 2
• Accounts: 71

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132271 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search