Cove Financial Planning, LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 60 individual clients, 25 of them high net worth.
- Its average account is about $423,000 (assets it manages divided by its 234 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | coveplanning.com |
| [email protected] | |
| Phone | (952) 807-4060 |
Questions about Cove Financial Planning, LLC
How much does Cove Financial Planning, LLC charge?
Cove Financial Planning, LLC publishes these prices: asset-based fee: 0.3% to 0.95% a year. We found this on its website, checked October 28, 2026.
Does Cove Financial Planning, LLC have an account minimum?
Yes. Cove Financial Planning, LLC states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Cove Financial Planning, LLC paid?
Cove Financial Planning, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Cove Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Cove Financial Planning, LLC.
What is the average account at Cove Financial Planning, LLC?
Cove Financial Planning, LLC's average account is about $423,000. That's the assets on its Form ADV divided by its 234 accounts.
What does Cove Financial Planning, LLC specialize in?
Cove Financial Planning, LLC's advisors and website list sustainable & impact investing, retirement planning and tax planning.
Is Cove Financial Planning, LLC accepting new clients?
Yes, according to Cove Financial Planning, LLC's website, checked October 28, 2026.
Does Cove Financial Planning, LLC work with clients virtually?
Yes. Cove Financial Planning, LLC's website says it works with clients virtually.
Cove Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.3% to 0.95% a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our annual fee ranges from 0.30% to 0.95% of assets under management (AUM)" source
"Our annual fee ranges from 0.30% to 0.95% of assets under management (AUM)" source
"We currently work with new clients with over $1 million in their investment portfolio." source
"Our annual fee ranges from 0.30% to 0.95% of assets under management (AUM)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $99 million |
| Individual clients | 35 |
| High-net-worth clients | 25 |
| Accounts managed | 234 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 301217 |