# Templeton Financial Services Inc.

> 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.

- CRD: 128240
- Filed as: TEMPLETON FINANCIAL SERVICES INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128240
- AdvisorCensus page: https://advisorcensus.com/firm/templeton-financial-services-inc-chandler-az-128240

## Quick answers

**How is Templeton Financial Services Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Templeton Financial Services Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Templeton Financial Services Inc. located?**
Templeton Financial Services Inc.'s principal office is in Chandler, AZ, according to its Form ADV.

**Is Templeton Financial Services Inc. registered with the SEC or a state?**
Templeton Financial Services Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 128240.

**How much does Templeton Financial Services Inc. manage?**
Templeton Financial Services Inc. reports $441,833,557 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Templeton Financial Services Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Templeton Financial Services Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (315).

**Does Templeton Financial Services Inc. report any disciplinary disclosures?**
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

**What changed in Templeton Financial Services Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $441,833,557
- Discretionary: $441,833,557
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 315 | $430,528,347 |
| Corporations or other businesses not listed above | Fewer than 5 | $11,305,210 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tfsformunis.com
- LinkedIn @27226633

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $417,000,000 | 4 | March 31, 2021 |
| October 2022 | $448,000,000 | 4 | July 12, 2022 |
| October 2023 | $333,280,000 | 4 | March 22, 2023 |
| October 2024 | $344,011,830 | 4 | March 29, 2024 |
| October 2025 | $384,129,486 | 4 | March 20, 2025 |
| October 2026 | $441,833,557 | 4 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Templeton Financial Services Inc. (CRD 128240): Form ADV filing data as of October 2026.