Tetschner Financial Services is a registered investment advisor operating as an independent advisory practice led by Eric Tetschner. The firm offers customized, consultative financial planning services designed to help clients define and achieve their financial goals. Services are strictly non-transactional, meaning Tetschner Financial Services does not manage investment portfolios directly, trade securities, or hold client funds. Instead, the firm reviews clients' current financial situations, evaluates portfolios and performance, and discusses various financial planning topics on a case-by-case basis. Clients can choose between one-time or ongoing engagements. Tetschner Financial Services does not have a fixed fee schedule, instead charging hourly or flat fees that are agreed upon in advance. Because Eric Tetschner maintains outside licenses as a registered representative with LPL Financial and as an independent insurance broker, potential conflicts of interest exist, though the firm does not anticipate conducting financial product transactions within the scope of advisory services.
Fee Structure
Tetschner Financial Services provides ongoing consultative financial planning services tailored to each client's needs. Ongoing services can include:
- Reviews of the client's financial plan, goals, and objectives
- Portfolio and performance reviews
- Discussion of financial planning topics requested by the client
Fees for ongoing services are billed quarterly and are negotiable with no fixed fee schedule. Any prepaid fees are limited to a maximum of one quarter or $500, whichever is less, and are fully refundable on a pro-rata basis.
Tetschner Financial Services offers project-based, one-time financial planning and consultative reviews. Fees are negotiable and based on an hourly or flat fee agreed upon between the client and Tetschner Financial Services.