Cove Financial Planning, LLC

Cove Financial Planning, LLC (CRD# 301217) is a financial advisory firm headquartered in , . They manage $44,312,754 in 175 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/organization-guest/company/cove-financial-planning-llc?trk=public_profile_topcard_current_company
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $253,216
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MN, TX, WI

Financial Advisors at Cove Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin Smith, financial advisor Whitefish Bay WI
Benjamin P. Smith
CRD#: 6206436
Whitefish Bay, WI

Benjamin Smith (CRD# 6206436) is an Investment Advisor Representative working at Cove Financial Planning, LLC in Whitefish Bay, WI and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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