Heather Anthony
Covingtonalsina · Annapolis, Maryland
Heather Anthony is a fee-only financial advisor at Covingtonalsina in Annapolis, Maryland, who holds the CFP credential. Covingtonalsina reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Covingtonalsina |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $282.9M across 1,241 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 8186879 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.covingtonalsina.com |
How Heather's firm compares
- Covingtonalsina's average account is about $228,000, from its Form ADV (assets managed divided by 1,241 accounts).
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Questions about Heather
Is Heather Anthony a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Covingtonalsina reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather's firm, Covingtonalsina, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Heather Anthony based?
Heather Anthony is based in Annapolis, Maryland.
What credentials does Heather Anthony hold?
Heather Anthony holds the CFP credential.
Is Heather Anthony registered with the SEC?
Yes. Heather Anthony is registered as an investment adviser representative in MD and TX (CRD 8186879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covingtonalsina manage?
Covingtonalsina reports $282.9M across 1,241 accounts in assets under management.
How do I contact Heather Anthony?
Through Heather's website, www.covingtonalsina.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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