Tetschner Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Tetschner Financial Services provides advisory and financial planning services to pooled vehicles and institutional-type clients, offering consultative, non-transactional guidance tailored to each client’s needs. Services can be delivered on a one-time or ongoing basis and clients may impose investment restrictions as part of the engagement.
The firm customizes investment advice using a mix of approaches — including Modern Portfolio Theory, technical and fundamental analysis, quantitative methods, and both strategic and tactical strategies — and generally favors diversified vehicles such as mutual funds and ETFs over individual stocks. TFS does not exercise discretionary authority, conducts periodic reviews (typically at least annually), and bills on negotiated hourly or flat fees rather than a percentage-of-assets model.
Compared with many investment-manager peers, the firm’s brochure discloses that the supervised person is also a registered representative of a broker‑dealer (LPL Financial) and a licensed insurance broker, which can create additional sources of compensation that are disclosed to clients. Other atypical features include the absence of performance‑based fees, no custody of client assets, and operation by a single supervised person who maintains outside real‑estate investments.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
General retirement planning
Fee options
Flat fees negotiated and agreed upon between TFS and Client.
Fees charged on an hourly basis, negotiated with client.
Fee-only: Hourly or flat fee agreed upon between TFS and Client; fees are negotiable and based on hourly or flat fee arrangements.
Main office location
Tetschner Financial Services
Ashland MA, United States
Number of offices
1
Most active in
Tetschner Financial Services has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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