Steven Templeton
Steven Templeton is a CFP-designated registered investment advisor at Templeton Financial Planning, based in Coraopolis, PA, with 1 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 15 clients with $13M in assets under management.
Compensation
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Assets Under Management
Fee Structure
While Templeton Financial Planning provides investment advice and executes trades, it does not offer ongoing investment management. Transactions occur when clients contribute or withdraw funds, or potentially for annual rebalancing. The firm focuses primarily on financial planning and tax services.
Contact
Steven Templeton
Location
Coraopolis, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is the owner/principal of Templeton Financial Planning, offering comprehensive financial planning services including tax preparation, estate and insurance review, and small business consulting. He spends about half his time on these activities, with the remainder focused on investment-related activities.
Employment History
Current Registrations
Templeton Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Steve Templeton is President of Templeton Financial Planning and has 20 years of experience in the financial services industry. Steve is a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, and serves as a trusted guide and financial advocate.Steve Templeton is a member of:-National Association of Personal Financial Advisors-Alliance of Comprehensive Planners-National Association of Tax ProfessionalsTo learn more about my experience and services please visitwww.templetonfp.comor call Steve at 724-695-1087.