MCGOVERN FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- NORTH ARLINGTON, New Jersey
- CRD number
- 306911
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals50.57%
- HNWI49.13%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mcgovern Financial Planning, LLC is an independent, individually owned registered investment adviser serving individuals and families. The firm provides financial planning and discretionary portfolio management for individual clients and small businesses. Its fee structure combines a percentage-of-assets model with hourly billing. Mcgovern does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an industry affiliation with accountants.
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
Asset composition
- Cash & Cash Equivalents50%
- Public Funds/Mutual Funds28%
- Exchange Traded Equities22%
Contacts
1 of 1JOHN MCGOVERN
OwnerCRD 4722546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTH ARLINGTON, NJ
BERGEN
Location
NORTH ARLINGTON, NJ
Headquartered in NORTH ARLINGTON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 307 Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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