Techgen Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Sharon MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Stockton, Philip, Louis · Techgen Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not 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.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)