Eugene Root
Templeton Financial Planning · Coraopolis, Pennsylvania
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.
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Facts
| Firm | Templeton Financial Planning |
|---|---|
| Based in | Coraopolis, Pennsylvania |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $13.4M across 71 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 1445133 |
| Exams passed | Series 63 (1986) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.templetonfp.com |
How Eugene's firm compares
- Templeton Financial Planning's average account is about $189,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Eugene
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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