Alex Crouch
Tech Financial Planning · Spring Hill, Tennessee
Alex Crouch is a fee-only financial advisor at Tech Financial Planning in Spring Hill, Tennessee, who holds the CFP credential. Alex charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Tech Financial Planning |
|---|---|
| Based in | Spring Hill, Tennessee |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · 1% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $3.8M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 6021500 |
| Exams passed | Series 63 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | techfp.com |
| Profile |
How Alex's firm compares
- Ongoing planning starts at $5,000 a year, above the Tennessee median of $4,200 for fee-only firms that publish prices.
- Tech Financial Planning's average account is about $84,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Alex
Is Alex Crouch a fee-only financial advisor?
Yes. Alex Crouch is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alex's firm.
How does Alex charge for financial advice?
Alex charges a percentage of assets and an ongoing planning fee.
How much does Alex charge?
According to Tech Financial Planning's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed; no asset minimum.
Where is Alex Crouch based?
Alex Crouch is based in Spring Hill, Tennessee.
What does Alex specialize in?
Alex's specialties include equity compensation, founders (pre-exit), tax planning and estate & legacy planning. Alex works with tech employees.
What credentials does Alex Crouch hold?
Alex Crouch holds the CFP credential.
Is Alex Crouch registered with the SEC?
Yes. Alex Crouch is registered as an investment adviser representative in TN (CRD 6021500), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Tech Financial Planning manage?
Tech Financial Planning reports $3.8M across 45 accounts in assets under management.
How do I contact Alex Crouch?
Through Alex's website, techfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Tech Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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