Steven Templeton
Templeton Financial Planning · Coraopolis, Pennsylvania
Steven Templeton 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 2716490 |
| Exams passed | Series 63 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.templetonfp.com |
| Profile |
How Steven'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 Steven
Is Steven Templeton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Templeton Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Templeton based?
Steven Templeton is based in Coraopolis, Pennsylvania.
What credentials does Steven Templeton hold?
Steven Templeton holds the CFP credential.
Is Steven Templeton registered with the SEC?
Yes. Steven Templeton is registered as an investment adviser representative in PA (CRD 2716490), 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 Steven Templeton?
Through Steven'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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