Firm
Tech Financial Planning
Spring Hill, Tennessee
Fee-only
Tech Financial Planning at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $84,000 (assets it manages divided by its 45 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Tennessee median of $4,200.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Spring Hill, Tennessee |
|---|---|
| Website | techfp.com |
Tech Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Individual: $5,000" source
"$0 – $1,000,000 1.00%" source
"No Sales. No commissions. No asset minimum." source
"Your fee is based on the dollar amount of assets managed by Tech FP." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 8 |
| Accounts managed | 45 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 321834 |