Rosana Nguyen
Covenant Wealth Advisors · Richmond, Virginia
Rosana Nguyen is a fee-only financial advisor at Covenant Wealth Advisors in Richmond, Virginia, who holds the CFP credential. Rosana charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Rosana →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Covenant Wealth Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $909.6M across 1,890 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7835558 |
| Exams passed | Series 65 (2023) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.covenantwealthadvisors.com |
Request an introduction to Rosana
Tell Rosana a little about what you're looking for. Rosana isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Rosana
Is Rosana Nguyen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rosana holds no broker registration, and Covenant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rosana charge for financial advice?
Rosana charges a percentage of assets.
How much does Rosana charge?
According to Covenant Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Rosana work with clients virtually?
Yes. Covenant Wealth Advisors says on its website that it works with clients remotely.
Where is Rosana Nguyen based?
Rosana Nguyen is based in Richmond, Virginia.
What does Rosana specialize in?
Rosana's specialties include retirement planning, tax planning and estate & legacy planning. Rosana works with retirees and pre-retirees.
What credentials does Rosana Nguyen hold?
Rosana Nguyen holds the CFP credential.
Is Rosana Nguyen registered with the SEC?
Yes. Rosana Nguyen is registered as an investment adviser representative in VA (CRD 7835558), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covenant Wealth Advisors manage?
Covenant Wealth Advisors reports $909.6M across 1,890 accounts in assets under management.
How do I contact Rosana Nguyen?
Through Rosana's website, www.covenantwealthadvisors.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
- Covenant Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.