ABBY KOVACH FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- LAFAYETTE, Colorado
- CRD number
- 152773
- Website
- kovachfinancialplanning.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ABIGAIL KOVACH
Founder and PrincipalCRD 5747809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
PARAGON CAPITAL MANAGEMENT
RIADENVER, CO
MCALVANY WEALTH MANAGEMENT, LLC
RIADURANGO, CO
GREEN ALPHA INVESTMENTS
RIANIWOT, CO
JFG FAMILY OFFICE
RIADENVER, CO
FIDUCIARY CONSULTING GROUP
RIAGREENWOOD VILLAGE, CO
NORMANDY CAPITAL MANAGEMENT, LLC
RIALAKEWOOD, CO