Techgen Financial
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
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
—
About
TechGen Financial is a fee-only advisory firm that provides integrated financial planning and wealth management to individuals and families across the United States, offering services under an ongoing Open Retainer or limited Project Agreement. Services include coordination of investment strategy, tax planning, retirement and estate planning, cash-flow analysis, and implementation support provided on a non-discretionary basis.
The firm’s approach emphasizes integrating financial planning with investment decision-making within a disciplined, long-term framework that stresses diversification, risk management, and tax-aware positioning. Typical engagements include an initial six to ten structured meetings in the first year, followed by three to four scheduled reviews annually, with periodic portfolio review and rebalancing guidance for clients receiving Wealth Management services.
Notably for a firm in an investment-manager category, TechGen focuses on individual and family clients rather than pooled institutional mandates and relies on retainer, flat-fee project work, and hourly billing for certain custom projects (hourly rates listed at $250–$400) instead of a percentage-of-AUM fee model. The firm also coordinates and can refer clients to external professionals such as accountants and attorneys and provides updated disclosure materials and summaries of material changes (including brochure access through a client portal), reflecting more direct client communication and adviser selection than is typical among peers.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Income planning
General tax planning
Cash flow / budgeting
Fee options
Project Agreement Financial Review $1,000 to $1,800 flat fee; Tax Preparation minimum $300; Custom Projects flat fee
Custom Projects hourly rate $250 to $400
Fee-only: Financial Planning Open Retainer: Initial Year $3,000 to $20,000 annually; Ongoing Years $2,000 to $15,000 annually; Wealth Management Open Retainer: $5,000 to $30,000 annually; Project Agreement: Financial Review $1,000 to $1,800 flat fee; Tax Preparation minimum $300; Custom Projects flat fee or $250 to $400 per hour
Main office location
Techgen Financial
Sharon MA, United States
Number of offices
1
Most active in
Techgen Financial 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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
Quick links
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