A complete list of active advisors currently associated with Tetschner Financial Services
Warmer can help you find a great advisor at Tetschner Financial Services or one who fits your needs even better.
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.
To learn more about the advisors currently working at Tetschner Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ashland, MA
| 40
|
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