A complete list of active advisors currently associated with Templeton Financial Planning

Warmer can help you find a great advisor at Templeton Financial Planning or one who fits your needs even better.

Templeton Financial Planning works with individuals and families across income levels and maintains no minimum asset requirement, operating with a small client base (about 15 clients) and custodying roughly $13.4 million in client securities at Charles Schwab. The firm provides fee-only comprehensive financial planning services including investment advice, integrated tax planning and preparation, audit protection, retirement and education planning, and estate plan reviews. The firm generally delivers investment recommendations on a non-discretionary basis, requiring prior client approval for each trade and only executing transactions when clients authorize them and provide a limited power of attorney. Portfolios are built around clients’ tax situations, risk tolerance and goals and commonly use no-load mutual funds, ETFs and indexed strategies with periodic rebalancing rather than active market timing. Several features distinguish the firm from many peers: it maintains five offices despite operating with two advisors and a small client roster, and a large share of its practice is devoted to tax preparation and related services (about 70% of the owner’s professional time). Templeton Financial Planning is fee-only but typically uses flat retainers, project and hourly arrangements rather than percentage-of-AUM fees, and participates in industry networks (Alliance of Comprehensive Planners and NAPFA) that provide shared resources and continuity options for clients.

To learn more about the advisors currently working at Templeton Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.