Covenant Wealth Advisors
Covenant Wealth Advisors (CRD# 155221) is a financial advisory firm headquartered in Richmond, VA. They manage $496,334,379 in 1,023 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management496MILLION
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Total Number of Accounts1,023ACCOUNTS
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Average Account Value$485,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, NC, NH, SC, TN, TX, VA
Matthew Brennan (CRD# 4658620) is an Investment Advisor Representative working at Covenant Wealth Advisors in Richmond, VA and has over 20 years of experience in the finance industry.
Katherine Fonville (CRD# 4802005) is an Investment Advisor Representative working at Covenant Wealth Advisors in Richmond, VA and has over 19 years of experience in the finance industry.
Mark Fonville is a CERTIFIED FINANCIAL PLANNER™ and the President of Covenant Wealth Advisors. Over the past 17 years he has served the financial planning and investment management needs of successful individuals and families while developing strategic wealth management solutions based on current research and driven by client goals.
Prior to joining Covenant Wealth Advisors, Mark served as a Regional Director for Loring Ward located in San Jose, CA, an investment management firm he helped grow from $4 billion to over $17 billion in assets. Mark also served on the leadership team and provided investment strategy and consulting.
Mark is an accomplished public speaker, having spoken across the country at events for the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), New York Life, and Commonwealth Financial.
Mark is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Mark lives in Richmond, Va and graduated from Virginia Tech in 2001 with a BS in Finance. He currently advises clients in Richmond, Williamsburg, and across the country. He is married to his wife, Katherine Fonville, and has three beatiful children. Mark and his family attend St. Mary's episcopal church.
Walter Hurt (CRD# 4773863) is an Investment Advisor Representative working at Covenant Wealth Advisors in Richmond, VA and has over 19 years of experience in the finance industry.
Megan Waters (CRD# 5223705) is an Investment Advisor Representative working at Covenant Wealth Advisors in Richmond, VA and has over 15 years of experience in the finance industry.
Rosana Nguyen (CRD# 7835558) is an Investment Advisor Representative working at Covenant Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry.
Adam Smith (CRD# 5738252) is an Investment Advisor Representative working at Covenant Wealth Advisors in Reston, VA and has over 4 years of experience in the finance industry.