RIA Intel›Advisers›Tennessee›TECH FINANCIAL PLANNING, LLC

TECH FINANCIAL PLANNING, LLC

Advisory

TN

Data as of May 11, 2026 · Source: SEC Form ADV

Average account
$84K
across 45 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
8
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

FORWARD FINANCIAL PLANNING LLC
$4M
NOMAD FINANCIAL ADVISORS LLC
KNOXVILLE, TN
$4M
KOPLAN & ASSOCIATES LLC
CHATTANOOGA, TN
$4M
STELLAR ASSETS L.L.C.
MEMPHIS, TN
$4M
MOSAIC WEALTH CONSULTANTS, INC.
MILLINGTON, TN
$3M
CN WEALTH LLC
NASHVILLE, TN
$3M

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