Tech FP
7yrs
7 years in the industry
Tech FP
Location not listed. Legal name: Tech Financial Planning, LLC
About the firm
A registered investment advisory firm. It manages about $3.78 million for roughly 8 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$472,217
Assets under management ?$3.78 million
Individual clients8
Median years of experience7
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Advisors at Tech FP
1Advisors
7Median years of experience
1States with offices
–Offices
Also known as
Tech Financial Planning, LLC
About Tech FP
How do I contact Tech FP?
Call the main office at (704) 301-4260. The main office is at , .
How is Tech FP paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Tech FP offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at Tech FP?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.