Firm
Kovach Financial Planning, LLC.
Lafayette, Colorado
Fee-only
Facts
| Based in | Lafayette, Colorado |
|---|---|
| Website | kovachfinancialplanning.com |
| Phone | (303) 929-5387 |
Kovach Financial Planning, LLC. fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,800 a year |
|---|---|
| One-time plan | From $2,800 |
| Account minimum | None |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"$2800 to $7000/year" source
"$2800 to $9100" source
"No minimum net worth, income, or investable assets" 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | April 29, 2026 |
| SEC record | CRD 152773 |