Ted Buchan

Ted Buchan is the founder and President of Ted Buchan & Company, LLC, an independent, fee-only Registered Investment Advisory firm headquartered in San Diego, California. He is a Certified Financial Planner (CFP®) and serves as the firm's Director of Financial Planning. According to the firm's website, he began his career in financial services in 1994, working first at a large wirehouse brokerage and later at a major private bank before launching his own practice. He is a graduate of Emory University in Atlanta.

He founded Ted Buchan & Company in 2006 with a stated goal of keeping advisor caseloads small enough that each advisor could meet with every client at least three times per year. The firm provides portfolio management, financial planning, retirement planning, investment management, and college-planning services on both a discretionary and non-discretionary basis. Regulatory filings (SEC IAPD / Form ADV) list the firm as managing roughly $272 million across approximately 1,006 accounts, with no disclosed legal or disciplinary history.

The firm is a family-run operation: Ted's sister, Kim, serves as Director of Operations. On a personal note, the firm bio describes him as married with three daughters, a self-described "voracious reader" and NFL fan who coaches youth soccer and softball in the 4S Ranch / Rancho Bernardo area of San Diego.

Importantly, none of the primary or secondary sources reviewed describe Ted Buchan as an angel or venture investor in startups. His documented work is as a wealth manager advising individuals and high-net-worth families — which is materially different from the "Angel Investors / Seed Round" label in the stub data.

• Operates as a fee-only fiduciary RIA advising individuals and high-net-worth households — not an early-stage venture investor.
• Core services: portfolio management, comprehensive financial planning, retirement planning, and college planning (a noted specialty of the firm).
• Founding philosophy, in his own words: *"When I founded Ted Buchan & Company in 2006, my goal was for each advisor to have a client load that would allow the advisor to meet with each client at least 3 times a year."*
• Emphasis on a high-touch, relationship-driven advisory model rather than transactional brokerage.