Tech Financial Planning, LLC

Overview

Tech Financial Planning, LLC is an independent registered investment adviser organized as an LLC and operating out of Tennessee. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its service mix includes selecting outside advisers on behalf of clients and running educational seminars or workshops. Compensation is through a mix of percentage-of-AUM fees and fixed fees. The firm identifies itself as a capital allocator, which suggests it constructs portfolios using external managers or vehicles as part of its approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices