Kochevar Financial Planning, LLC
Grafton, Massachusetts
Kochevar Financial Planning, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 14 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Grafton, Massachusetts |
|---|---|
| Website | kfpllc.net |
| [email protected] | |
| Phone | (774) 329-0849 |
Questions about Kochevar Financial Planning, LLC
How many advisors does Kochevar Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Kochevar Financial Planning, LLC, and 1 hold the CFP.
What does Kochevar Financial Planning, LLC specialize in?
Kochevar Financial Planning, LLC's advisors and website list tax planning.
Is Kochevar Financial Planning, LLC accepting new clients?
Yes, according to Kochevar Financial Planning, LLC's website, checked October 28, 2026.
Kochevar Financial Planning, LLC fees
Kochevar Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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
| Individual clients | 3 |
|---|---|
| High-net-worth clients | 14 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 160468 |
Advisors at this firm (2)
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