Brett Goverman
Goverman Financial Solutions · Dedham, Massachusetts
Brett Goverman is a fee-only financial advisor at Goverman Financial Solutions in Dedham, Massachusetts, who holds the CFP credential. Brett focuses on retirement planning, estate & legacy planning and tax planning. Goverman Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Goverman Financial Solutions |
|---|---|
| Based in | Dedham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $171.9M across 570 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NY, TX · CRD 6606767 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.govermanfinancialsolutions.net |
How Brett's firm compares
- Goverman Financial Solutions's average account is about $302,000, from its Form ADV (assets managed divided by 570 accounts).
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Questions about Brett
Is Brett Goverman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Goverman Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Goverman Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brett Goverman based?
Brett Goverman is based in Dedham, Massachusetts.
What does Brett specialize in?
Brett's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Brett Goverman hold?
Brett Goverman holds the CFP credential.
Is Brett Goverman registered with the SEC?
Yes. Brett Goverman is registered as an investment adviser representative in MA, NY and TX (CRD 6606767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goverman Financial Solutions manage?
Goverman Financial Solutions reports $171.9M across 570 accounts in assets under management.
How do I contact Brett Goverman?
Through Brett's website, www.govermanfinancialsolutions.net.
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
- Goverman Financial Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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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