# Eugene Root

> Eugene Root is a fee-only financial advisor at Templeton Financial Planning in Coraopolis, Pennsylvania, who holds the CFP credential. Templeton Financial Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eugene-root/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Templeton Financial Planning
- **Based in:** Coraopolis, Pennsylvania
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $13.4M across 71 accounts
- **Credentials:** CFP
- **CRD:** 1445133 (https://adviserinfo.sec.gov/individual/summary/1445133)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1986)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.templetonfp.com

## Frequently asked questions

### Is Eugene Root a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eugene holds no broker registration, and Templeton Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eugene charge for financial advice?

Eugene's firm, Templeton Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Eugene Root based?

Eugene Root is based in Coraopolis, Pennsylvania.

### What credentials does Eugene Root hold?

Eugene Root holds the CFP credential.

### Is Eugene Root registered with the SEC?

Yes. Eugene Root is registered as an investment adviser representative in PA (CRD 1445133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Templeton Financial Planning manage?

Templeton Financial Planning reports $13.4M across 71 accounts in assets under management.

### How do I contact Eugene Root?

Through Eugene's website, www.templetonfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1445133): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.