{
  "crd_number": 128240,
  "slug": "templeton-financial-services-inc-chandler-az-128240",
  "primary_business_name": "TEMPLETON FINANCIAL SERVICES INC.",
  "legal_name": "TEMPLETON FINANCIAL SERVICES INC.",
  "dbas": [],
  "city": "Chandler",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-05-02",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 441833557.0,
  "raum_discretionary": 441833557.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 430528347.0,
      "count": 315
    },
    "corporations_other_businesses": {
      "raum": 11305210.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "NV",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/27226633",
    "https://tfsformunis.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128240",
  "city_as_filed": "CHANDLER",
  "url": "https://advisorcensus.com/firm/templeton-financial-services-inc-chandler-az-128240",
  "display_name": "Templeton Financial Services Inc.",
  "summary": "Templeton Financial Services Inc. is an SEC-registered investment advisory firm in Chandler, AZ, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Templeton Financial Services Inc. (CRD 128240): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Templeton Financial Services Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Templeton Financial Services Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Templeton Financial Services Inc. located?",
      "a": "Templeton Financial Services Inc.'s principal office is in Chandler, AZ, according to its Form ADV."
    },
    {
      "q": "Is Templeton Financial Services Inc. registered with the SEC or a state?",
      "a": "Templeton Financial Services Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 128240."
    },
    {
      "q": "How much does Templeton Financial Services Inc. manage?",
      "a": "Templeton Financial Services Inc. reports $441,833,557 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Templeton Financial Services Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Templeton Financial Services Inc.: Regulatory assets under management: $417,000,000 in the October 2021 data and $441,833,557 in the October 2026 data, up 6%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Templeton Financial Services Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (315)."
    },
    {
      "q": "Does Templeton Financial Services Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128240"
    },
    {
      "q": "What changed in Templeton Financial Services Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $384,129,486 to $441,833,557 (+15%). Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 417000000.0,
      "total_employees": 4,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 448000000.0,
      "total_employees": 4,
      "filing_date": "2022-07-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 333280000.0,
      "total_employees": 4,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 344011830.0,
      "total_employees": 4,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 384129486.0,
      "total_employees": 4,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 441833557.0,
      "total_employees": 4,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $384,129,486 to $441,833,557 (+15%).",
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in WA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/templeton-financial-services-inc-chandler-az-128240.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 315,
      "fewer_than_5": false,
      "raum": 430528347.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 11305210.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128240",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}