Techgen Financial fees and pricing
Financial planner in Sharon, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Techgen Financial charges $250-$400 an hour and an annual fee of $5,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$400/hr
“Custom Projects: o Flat fee or o Hourly rate of $250 to $400 Fees for Project Agreements are typically due in full at the beginning of the engagement.”
- Annual fee
- $5,000-$30,000/yr
“Annual Fee Range: $5,000 to $30,000 Fees for Wealth Management engagements reflect the additional scope of services, including more frequent portfolio review and evaluation and investment-related guidance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Techgen Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Level of ongoing advisory support required Specific fees are agreed upon in advance and outlined in the client agreement.”
- “Fees are calculated annually and are payable quarterly or semi-annually, in advance.”
- “If multiple accounts are used, fees may be prorated across accounts or deducted from a single account, as agreed upon with the client.”
How Techgen Financial’s fees compare
- Its hourly rate of $250-$400 spans the Massachusetts median of $300. 59% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its annual fee of $5,000-$30,000 spans the Massachusetts median of $8,250. 79% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Techgen Financial
“Advisor provides ongoing financial advice designed to align a client’s financial resources with their long-term objectives, lifestyle priorities, and evolving circumstances.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 1
- Services reported to regulators
- Financial planning, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151021
- Phone
- (781) 806-5453
Other planners in Massachusetts that publish fees
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
- Act 2 PlanningWinchester$100-$500
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.