Edward Buchan
TED Buchan & Company · San Diego, California
Edward Buchan is a fee-only financial advisor at TED Buchan & Company in San Diego, California, who holds the CFP credential. TED Buchan & Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | TED Buchan & Company |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $413.2M across 1,235 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2301238 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tedbuchan.com |
How Edward's firm compares
- TED Buchan & Company's average account is about $335,000, from its Form ADV (assets managed divided by 1,235 accounts).
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Questions about Edward
Is Edward Buchan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and TED Buchan & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, TED Buchan & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Edward Buchan based?
Edward Buchan is based in San Diego, California.
What credentials does Edward Buchan hold?
Edward Buchan holds the CFP credential.
Is Edward Buchan registered with the SEC?
Yes. Edward Buchan is registered as an investment adviser representative in CA and TX (CRD 2301238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does TED Buchan & Company manage?
TED Buchan & Company reports $413.2M across 1,235 accounts in assets under management.
How do I contact Edward Buchan?
Through Edward's website, www.tedbuchan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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