Gene Mcgovern is a registered investment advisor at Mcgovern Financial Advisors, LLC, based in Westfield, NJ, with 10 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
McGovern Financial offers an annual retainer agreement that includes a comprehensive financial plan. The fee is the cost of the plan itself plus a retainer fee of $2,000 to $5,000, and is negotiable. For clients who already have a financial plan, the annual retainer fee is $2,000 to $5,000 per year and is negotiable. Clients receive an annual or semiannual review and unlimited access to financial planning, tax planning, and investment advisory services.
- Comprehensive financial plan: $6,000 to $7,000, but highly complex plans may range up to $10,000.
- Detailed financial planning consultation for a specific area: $1,000 – $3,000 (e.g., cash flow planning and budgeting, student loan repayment options, Social Security optimization).
Contact
Gene Mcgovern
Location
Westfield, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcgovern Financial Advisors, LLC
State Registrations1 state
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Additional Information
I was born and raised in Portland, Maine. While I’ve spent the majority of my life in New York and New Jersey, I’m a New England Yankee by birth and temperament, with deep roots there: My great-grandfather fought with the 20th Maine Regiment at the Battle of Gettysburg.