Tetschner Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
Flat fees negotiated and agreed upon between TFS and Client.
Fees charged on an hourly basis, negotiated with client.
Fee-only: Hourly or flat fee agreed upon between TFS and Client; fees are negotiable and based on hourly or flat fee arrangements.
Main office
Ashland MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Eric Tetschner · Tetschner Financial Services · Tetschner, Eric Carl
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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
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