Philip Stockton is a CFP-designated registered investment advisor at Techgen Financial, based in Sharon, MA, with 16 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 7 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Review: A two to three hour review designed to provide a picture of current financial status, a retirement projection, suggested asset allocation, and general direction of types of investments appropriate for reaching retirement goals. Specific trades are not provided unless agreed upon in advance. No follow-up services are provided - $1,000 - $1,800.
- Tax Preparation: Tax preparation service performed outside any other agreement has a minimum fee of $300. Eligible federal and single state returns are filed electronically without an additional fee.
- Custom Project: A custom built project based on the needs and wishes of the client. Typically designed to cover one specific issue or topic. Fees may be charged hourly at a rate of $150 - $400 per hour.
Location
Sharon, MA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Techgen Financial
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.