Covey & Covey provides financial planning services to individuals, small corporations, partnerships, trusts, and qualified employee retirement plans. They offer comprehensive financial plans, annual reviews, and separate financial planning consultations. Covey & Covey does not manage client assets but Kathleen Covey may participate in the selection and monitoring of third-party money managers.
Assets Under ManagementN/A
Clients20
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan: $750 - $3,500, depending on complexity.
- Annual Financial Plan Review: $750.
- Separate Financial Planning Consultations: $225 per hour.
One-Time Plan:$750 - $3,500
Hourly Rate:$225/hr
Loading...