Alan Kovalsky
Wallington Asset Management · Indianapolis, Indiana
Alan Kovalsky is a fee-only financial advisor at Wallington Asset Management in Indianapolis, Indiana. Wallington Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wallington Asset Management |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.32B across 930 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2737466 |
| Exams passed | Series 66 (2005) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.wallington.com |
| Profile |
How Alan's firm compares
- Wallington Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 930 accounts).
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Questions about Alan
Is Alan Kovalsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Wallington Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Wallington Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alan Kovalsky based?
Alan Kovalsky is based in Indianapolis, Indiana.
Is Alan Kovalsky registered with the SEC?
Yes. Alan Kovalsky is registered as an investment adviser representative in IN (CRD 2737466), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallington Asset Management manage?
Wallington Asset Management reports $1.32B across 930 accounts in assets under management.
How do I contact Alan Kovalsky?
Through Alan's website, www.wallington.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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