# Templeton Financial Planning

Templeton Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** templetonfp.com

## Regulatory record

- **CRD number:** 132271
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132271

## About

TEMPLETON FINANCIAL PLANNING is a state-registered investment adviser in PITTSBURGH, PA. The firm manages approximately $13 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Is Templeton Financial Planning an RIA?

It is not possible to confirm. The name 'Templeton Financial Planning' does not return a clear, unambiguous match in the SEC's Investment Adviser Public Disclosure database without additional identifying information such as a CRD number or specific state of registration. Many financial planning firms operate under state-level regulation, which adds further complexity.

### Does Templeton Financial Planning manage any pooled investment vehicles?

No publicly filed documents or credible media reports identify mutual funds, ETFs, private funds, or other pooled vehicles managed by this entity. The absence of a public track record makes it an unsuitable candidate for institutional fund commitments.

### How should an allocator approach a firm with this little public information?

Direct outreach to request an ADV Part 2A, audited financials, and a clear ownership chart is the only path. Before that, the firm should be treated as unknown risk. The name alone does not constitute a track record, and allocators should be cautious of any entity that trades on a famous investment surname without offering corresponding transparency.

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- [Patrick Capital Management](https://altss.com/profile/patrick-capital-management)
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Last updated: 2026-08-14T12:30:00.000Z

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