TED Buchan & Company

TED Buchan & Company at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 7 employees and 383 individual clients, 107 of them high net worth.
• Its average account is about $335,000 (assets it manages divided by its 1,235 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

TED Buchan & Company fees

TED Buchan & Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• Edward Buchan

  CFP

• Eric Schmid

  CFP

Other fee-only firms in San Diego

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• Tempus Pecunia
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• Tidemark Financial Partners
• Torrey Pines Financial
• Traction Wealth Management
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• Ward & Associates

Fee-only advisors in California