# Templeton Financial Planning

> Templeton Financial Planning is a state-registered investment advisory firm in Pittsburgh, PA, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 132271
- Filed as: TEMPLETON FINANCIAL PLANNING
- Legal name: Templeton, Steven, Andrew
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132271
- AdvisorCensus page: https://advisorcensus.com/firm/templeton-financial-planning-pittsburgh-pa-132271

## Quick answers

**How is Templeton Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Templeton Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Templeton Financial Planning located?**
Templeton Financial Planning's principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Templeton Financial Planning registered with the SEC or a state?**
Templeton Financial Planning is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132271.

**How much does Templeton Financial Planning manage?**
Templeton Financial Planning reports $13,385,492 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (0% discretionary).

**What types of clients does Templeton Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does Templeton Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132271

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,385,492
- Discretionary: $0
- Non-discretionary: $13,385,492

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $13,385,492 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- templetonfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Templeton Financial Planning (CRD 132271): Form ADV filing data as of October 2026.