JM
CFP
JM
CFP

John Mcgovern

22 Years of Experience
North Arlington, NJ

John Mcgovern is a CFP-designated registered investment advisor at Mcgovern Financial Planning, LLC, based in North Arlington, NJ, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 121 clients with $64M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
121 clients
Average Client Portfolio
$528K average
Assets Under Management
$63.9M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

The Registrant may charge a lesser investment management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

307 Ridge Road, North Arlington, NJ, 07031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John serves on the board of directors for Kearny Federal Savings Bank, dedicating about 10% of his time, and is the Chairman of the Audit Committee. He is also the President of McGovern Monument, Inc., a monument sales and lettering company, spending about 10% of his time on business administration and sales.

Employment History
Current Registrations
Mcgovern Financial Planning, LLC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
John F. Mcgovern
November 2003 - April 2020 · 16 yrs 5 mos
State Registrations3 states
NJNYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Mcgovern - Financial Advisor | TrueAdvisor