Templeton Financial Planning (TFP) provides comprehensive financial planning services to individuals. TFP helps clients identify financial objectives, solve financial problems, design cash flow strategies, and advise on tax planning, investments, education funding, retirement planning, insurance, and estate planning. TFP does not sell products or accept commissions, ensuring advice is in the client's best interest.
Assets Under Management$13M
Clients15
Advisors2
Avg. per Client$890K
Avg. per Advisor$6.7M
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.
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