Tech FP fees and pricing
Financial planner in Wilmington, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, Tech FP charges a flat or project fee of $1,000-$7,500 and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$7,500
“Fixed fee rates range between $1,000 to $7,500.”
- Annual fee
- $6,000/yr
“There is a minimum annual fee of $6,000 per couple or $5,000 per individual.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tech FP bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “If the assets under management fee calculated by the above table is less than the minimum annual fee, clients will instead pay the minimum annual fee, either monthly or quarterly in arrears.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and 8 terminating billing periods.”
How Tech FP’s fees compare
- Its flat or project fee of $1,000-$7,500 spans the North Carolina median of $4,800. 48% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 4 of the 8 other planners in Wilmington that publish a flat or project fee charge less.
- Its annual fee of $6,000 matches the North Carolina median of $6,000. 49% of the 49 other North Carolina planners that publish an annual fee charge less.
- 1 of the 2 other planners in Wilmington that publish an annual fee charge less.
About Tech FP
“We offer Investment Management Services Utilizing a Sub-Advisor, Ongoing Financial Planning, Project Based Financial Planning, and Educational Seminars.”
- Principal: Alex Crouch
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $3,777,733
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321834
- Phone
- (704) 301-4260
Can advise clients in 1 state: Tennessee
Other planners in Wilmington that publish fees
- Ascendor Wealth, LLCWilmington$2,000, $500/qtr
- Counterweight Private WealthWilmington$2,500-$50,000
- Dovetail Financial Group LLCWilmington$300/hr, $2,500-$7,500
- Live Oak Private Wealth, LLCWilmington$250-$500/hr, $500-$150,000
- Lumina Wealth Management, LLCWilmington$100-$250/hr, $500-$5,000
- Masonboro AdvisorsWilmington$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.