Kovalcik & Geraghty Wealth Partners LLP

Kovalcik & Geraghty Wealth Partners LLP (CRD# 159811) is a financial advisory firm headquartered in Upper Arlington, OH. They manage $104,267,863 in 580 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    580
    ACCOUNTS
  • Average Account Value
    $179,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, PA, SC, TX

Financial Advisors at Kovalcik & Geraghty Wealth Partners LLP
Showing 1 - 3 of 3 top financial advisors.
1
Stephen P. Geraghty
CRD#: 2378836
2074 Arlington Avenue, Upper Arlington, OH 43221
96
Wealthminder
score

Stephen Geraghty (CRD# 2378836) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Upper Arlington, OH and has over 23 years of experience in the finance industry. Stephen Geraghty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael T. Balzer
CRD#: 6620475
49 Boundary Street, Bluffton, SC 29910
90
Wealthminder
score

Michael Balzer (CRD# 6620475) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC and has 1 year of experience in the finance industry.

3
Matthew G. Kovalcik
CRD#: 2396151
Bluffton, SC
86
Wealthminder
score

Matthew Kovalcik (CRD# 2396151) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC and has over 20 years of experience in the finance industry. Matthew Kovalcik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.