Stephen Geraghty
Kovalcik & Geraghty Wealth Partners · Upper Arlington, Ohio
Stephen Geraghty is a fee-only financial advisor at Kovalcik & Geraghty Wealth Partners in Upper Arlington, Ohio, who holds the CFP credential. Kovalcik & Geraghty Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kovalcik & Geraghty Wealth Partners |
|---|---|
| Based in | Upper Arlington, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $299.1M across 687 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 2378836 |
| Exams passed | Series 63 (1994) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kgwpsouth.com |
| Profile |
How Stephen's firm compares
- Kovalcik & Geraghty Wealth Partners's average account is about $435,000, from its Form ADV (assets managed divided by 687 accounts).
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Questions about Stephen
Is Stephen Geraghty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Kovalcik & Geraghty Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Kovalcik & Geraghty Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Geraghty based?
Stephen Geraghty is based in Upper Arlington, Ohio.
What credentials does Stephen Geraghty hold?
Stephen Geraghty holds the CFP credential.
Is Stephen Geraghty registered with the SEC?
Yes. Stephen Geraghty is registered as an investment adviser representative in OH and TX (CRD 2378836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kovalcik & Geraghty Wealth Partners manage?
Kovalcik & Geraghty Wealth Partners reports $299.1M across 687 accounts in assets under management.
How do I contact Stephen Geraghty?
Through Stephen's website, www.kgwpsouth.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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