TED BUCHAN & COMPANY
SEC RegisteredGetting into college and paying for it is hard. Getting help is easy.
About the firm
Ted Buchan & Company is an independent, fee-only financial planning and Registered Investment Advisory firm specializing in college planning. Unlike other firms, they do not serve the interests of a brokerage firm, bank, or insurance company, but instead serve the interests of individual clients, managing their accounts with the same care and diligence as if they were their own.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
College planning (college selection, application, and paying for college), investment management, and retirement planning, provided through a personal, proactive, and comprehensive financial planning approach.
Who they serve
Individual clients and families navigating college planning, investments, and retirement, including busy clients who rely on the firm to manage the complex details of their financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 276 | $56M |
| High Net Worth Individuals | 107 | $357M |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $120,000 | — |
| $120,001 - $499,999 | 1.25% |
| $500,000 - $999,999 | 1.10% |
| $1,000,000 - $1,999,999 | 1.00% |
| $2,000,000 - $3,499,999 | 0.80% |
| $3,500,000 - $4,999,999 | 0.65% |
| $5,000,000 - $7,499,999 | 0.50% |
| $7,500,000 - $14,999,999 | 0.40% |
| $15,000,000 - $29,999,999 | 0.35% |
| $30,000,000 - $49,999,999 | 0.30% |
| $50,000,000+ | — |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TED BUCHAN & COMPANY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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