Templeton Financial Planning

Templeton Financial Planning at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 15 individual clients.
• Its average account is about $189,000 (assets it manages divided by its 71 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Templeton Financial Planning fees

Templeton Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Eugene Root

  CFP

• Steven Templeton

  CFP