Templeton Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“In the event of later termination, prepaid but unearned client fees will be promptly refunded on a pro-rata basis, and any earned, unpaid fees will be due and payable, all based on an hourly rate of $150. 3 Project Retainer:”

Flat or project fee

$900

“The Financial Review services are provided on a flat fee of $900, which can be applied to a Standard Retainer if offered to Client and agreement is signed within 30 days of Financial Review.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Templeton Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Initial year retainer fees are payable as follows: 40 percent due upon execution of the agreement with the remainder due quarterly in advance.”
• “Subsequent year retainer fees are due semi-annually in advance.”
• “The client may obtain a full refund by providing written notice of termination within five days of signing a retainer agreement.”

How Templeton Financial Planning’s fees compare

• Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $900 is below the Pennsylvania median of $3,650. 11% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Templeton Financial Planning

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

15

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,385,492

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

132271

Website

templetonfp.com (opens in new tab)

Phone

(724) 695-1087

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

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