Templeton Financial Services Inc.

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Client assets under management

$430,528,347

Clients

315

100% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

105

Very High

Average account size

$1,366,757

About

Templeton Financial Services is a registered investment advisor that provides discretionary, fee-only portfolio management to individuals, institutional entities, trusts, estates and similar clients. The brochure identifies the firm’s core offering as conservative, income-focused management, with portfolios primarily comprised of tax-exempt and taxable municipal securities and selective use of closed-end funds and higher-yield bonds.

The firm describes an investment approach that tailors portfolio weighting and duration to each client’s objectives and risk tolerance, employing both long- and short-term purchases while managing primarily small lot fixed-income positions. Templeton documents specific allocation and trading policies—state-preference, duration and maturity priorities, pro-rata allocation, and occasional cross-trades—and states it provides ongoing account reviews and periodic reports that can include performance summaries.

Compared with many peers, Templeton emphasizes a concentrated municipal-bond focus and a client base aligned with higher account minimums (the brochure cites a $2,000,000 minimum for direct clients), which narrows its typical client profile toward wealthier investors. The brochure also points readers to third‑party disclosure (the SEC adviserinfo site) and notes reporting practices around account performance and a trade-error policy under which the firm reimburses client losses but does not credit accounts for trade gains, details that are atypical among similar advisers.

Client services

Portfolio management

Expertise

Income planning Retirement income strategy

Fee options

Percentage

$250,000+: 0.35%

Other

Account minimum: $2,000,000 Fee-only: Fee-only basis

Main office location

Templeton Financial Services Inc.

1490 S Price Road, Ste 218

Chandler AZ 85286, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Nevada · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 480.883.1073

Advisors at this firm

Leonard T

Series 63, Series 65

Sun Lakes, AZ

Templeton Financial Services Inc.

Leonard Templeton is a financial advisor at Templeton Financial Services Inc. in Sun Lakes, AZ, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Templeton Financial Services since 2003. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach centered on municipal securities, closed-end funds, and higher-yield bonds, with detailed allocation policies tailored to client objectives and risk tolerance.

Income planning Retirement income strategy

Jameson Z

Series 65

Chandler, AZ

Templeton Financial Services Inc.

Jameson Zimmerman is a Series 65-registered advisor with Templeton Financial Services Inc. in Chandler, AZ. He has been with Templeton since 2024 and has prior work experience outside the financial industry, including at Sprout's Farmer's Market. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach tailored to client objectives and risk tolerance, and is notable for its transparency in referencing third-party ratings and publishing performance figures.

Income planning Retirement income strategy

Joshua J

Series 65

Chandler, AZ

Templeton Financial Services Inc.

Joshua Johnson is a Series 65–licensed advisor with Templeton Financial Services Inc. in Chandler, AZ, where he has worked since 2018. He has four years of industry experience and previously spent ten years at Campus Crusade For Christ. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing fixed-income investments. The firm employs a conservative, income-oriented approach tailored to client objectives and risk tolerance, and is notable for its transparency regarding third-party ratings, performance figures, and operational policies.

Income planning Retirement income strategy

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