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TEMPLETON FINANCIAL PLANNING

TEMPLETON, STEVEN, ANDREW

CRD 132271

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$13.4M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps; 15 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals15$13.4M

All web addresses on file

Official SEC filing: View on IAPD