Templeton Financial Services provides portfolio management for individuals and small businesses.
Templeton Financial Services reports 315 clients. They include 315 high-net-worth individuals. Of its assets, 100.0% ($442M across 318 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 97% |
| Corporations and other businesses | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 315 | $431M | 97.4% | $1.37M |
| Corporations and other businesses | Fewer than 5 | $11.3M | 2.6% | — |
| Total | 315 | $442M | 100% | — |
- Clients
- 315
- Regulatory AUM
- $431M
- AUM share
- 97.4%
- Avg. per client
- $1.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $11.3M
- AUM share
- 2.6%
- Avg. per client
- —
Total
- Clients
- 315
- Regulatory AUM
- $442M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Templeton Financial Services charges 0.35% a year for its Investment Advisory Services. The fee is billed in advance or in arrears.
Fee details and sources
Joshua Johnson owns 75% or more of Templeton Financial Services. Joshua Johnson is CEO. It has 4 employees.
Leadership
- Joshua JohnsonChief Executive Officer, Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Templeton Financial Services Inc.
Joshua Johnson
Control person · since March 2024
Templeton Financial Services’ regulatory assets grew from $417M (March 2021) to $442M (March 2026); clients fell from 359 to 315 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $442M | 315 | 4 | 1 |
| March 2025 | $384M | 293 | 4 | 1 |
| March 2024 | $344M | 289 | 4 | 1 |
| March 2023 | $333M | 292 | 4 | 1 |
| July 2022 | $448M | 401 | 4 | 1 |
| March 2021 | $417M | 359 | 4 | 1 |
Besides its headquarters, Templeton Financial Services has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 1490 S Price Road, Ste 218, ChandlerHQ
Contact and registration details
- Legal name
- Templeton Financial Services Inc.
- Headquarters
- 1490 S Price Road, Ste 218, Chandler, AZ 85286
- Website
- tfsformunis.com
- Phone
- 480-883-1073
- @27226633
- SEC file
- 801-66521
- Founded
- 2003
- Structure
- Arizona corporation
- Fiscal year end
- December
Templeton Financial Services does not have custody of client assets.
At year end, Templeton Financial Services’ separately managed accounts were mostly in bonds (98%).
What the accounts hold
- Stocks1%
- Bonds98%
- State and local bonds95%
- Investment grade corporate bonds3%
- Cash1%
How many clients does Templeton Financial Services have?
Templeton Financial Services has 315 clients and manages $442 million for them, as of March 2026. They include 315 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Templeton Financial Services offer?
Templeton Financial Services provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Templeton Financial Services charge?
Templeton Financial Services charges 0.35% a year for its Investment Advisory Services. The fee is billed in advance or in arrears.
Source: TEMPLETON FINANCIAL SERVICES PART 2A BROCHURE, filed 31 March 2026
How many financial advisors does Templeton Financial Services have?
Templeton Financial Services has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Templeton Financial Services invest in?
At the end of its last fiscal year, Templeton Financial Services’ separately managed accounts held 95% state and local bonds, 3% investment grade corporate bonds, 1% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Templeton Financial Services?
Templeton Financial Services’ direct owner is Joshua Johnson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Templeton Financial Services get paid?
Templeton Financial Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Templeton Financial Services?
Templeton Financial Services’ main office is at 1490 S Price Road, Ste 218, Chandler, AZ 85286. Its phone number is 480-883-1073. Its website is tfsformunis.com.