Gerald Kochevar
Kochevar Financial Planning · Grafton, Massachusetts
Gerald Kochevar is a fee-only financial advisor at Kochevar Financial Planning in Grafton, Massachusetts.
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Facts
| Firm | Kochevar Financial Planning |
|---|---|
| Based in | Grafton, Massachusetts |
| SEC registration | Investment adviser representative in MA · CRD 6018012 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kfpllc.net |
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Questions about Gerald
Is Gerald Kochevar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Kochevar Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
Where is Gerald Kochevar based?
Gerald Kochevar is based in Grafton, Massachusetts.
Is Gerald Kochevar registered with the SEC?
Yes. Gerald Kochevar is registered as an investment adviser representative in MA (CRD 6018012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Gerald Kochevar?
Through Gerald's website, kfpllc.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Massachusetts
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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