Jennifer Migdal
Cove Wealth Management · Houston, Texas
Jennifer Migdal is a fee-only financial advisor at Cove Wealth Management in Houston, Texas, who holds the CFP credential. Jennifer focuses on family wealth transfer. Cove Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Cove Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $190.1M across 309 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM, TX · CRD 4952120 |
| Exams passed | Series 65 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.covewm.com |
| Profile |
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Questions about Jennifer
Is Jennifer Migdal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Cove Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Cove Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Migdal based?
Jennifer Migdal is based in Houston, Texas.
What does Jennifer specialize in?
Jennifer's specialties include family wealth transfer. Jennifer works with executives, founders, multi-generational families and ultra high net worth.
What credentials does Jennifer Migdal hold?
Jennifer Migdal holds the CFP credential.
Is Jennifer Migdal registered with the SEC?
Yes. Jennifer Migdal is registered as an investment adviser representative in NM and TX (CRD 4952120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cove Wealth Management manage?
Cove Wealth Management reports $190.1M across 309 accounts in assets under management.
How do I contact Jennifer Migdal?
Through Jennifer's website, www.covewm.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
- Cove Wealth Management 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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