Firm
TechView Wealth Advisors
St. Petersburg, Florida
Fee-only
Facts
| Based in | St. Petersburg, Florida |
|---|---|
| Website | techviewwealth.com |
| Phone | (650) 530-3969 |
TechView Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our minimum is $500k across the entire client household." source
"Our fee structure is a % of AUM that depends upon the location of the client (US or abroad) and the assets under management." 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 |
|---|---|
| Assets managed | $6 million |
| Individual clients | 20 |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 290930 |