ABBY KOVACH FINANCIAL PLANNING, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
LAFAYETTE, Colorado
CRD number
152773
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Abby Kovach Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual practitioner. The firm focuses on serving individual and family clients and positions itself as a financial planning–centric practice rather than a traditional asset-gathering RIA. Its fee model is hourly and fixed-fee engagement-based, and its advisory activities emphasize financial planning and client education through seminars or workshops. The record indicates the adviser does not operate as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multi-state or pension-focused consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • ABIGAIL KOVACH

    Founder and PrincipalCRD 5747809

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LAFAYETTE, CO

BOULDER

Location

LAFAYETTE, CO

Headquartered in LAFAYETTE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
401 E Simpson St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth