Gerald Kochevar is a registered investment advisor at Kochevar Financial Planning, LLC, based in Grafton, MA, with 14 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 17 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kochevar Financial Planning, LLC does not provide daily investment account supervision. The firm offers investment consultation services, which may involve providing information on investment vehicles, strategies, asset selection, and portfolio design. Kochevar Financial Planning, LLC does not have reportable client assets directly under its management.
Contact
Gerald Kochevar
Location
Grafton, MA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kochevar Financial Planning, LLC
State Registrations1 state
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