Gene McGovern
McGovern Financial Advisors, LLC · Westfield, New Jersey
Gene McGovern is a fee-only financial advisor at McGovern Financial Advisors, LLC in Westfield, New Jersey, who holds the CFP and MBA credentials. McGovern Financial Advisors, LLC reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | McGovern Financial Advisors, LLC |
|---|---|
| Based in | Westfield, New Jersey |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NJ · CRD 6486283 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Gene
Is Gene McGovern a fee-only financial advisor?
Yes. Gene McGovern is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gene's firm.
How does Gene charge for financial advice?
Gene's firm, McGovern Financial Advisors, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Gene McGovern based?
Gene McGovern is based in Westfield, New Jersey.
What credentials does Gene McGovern hold?
Gene McGovern holds the CFP and MBA credentials.
Is Gene McGovern registered with the SEC?
Yes. Gene McGovern is registered as an investment adviser representative in NJ (CRD 6486283), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Gene McGovern?
Contact details aren't on file yet. Search for McGovern Financial Advisors, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Westfield
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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