Abby Kovach Financial Planning, LLC
Firm details
- Headquarters
- Lafayette, Colorado
- CRD number
- 152773
- Website
- kovachfinancialplanning.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Abby Kovach Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual practitioner. The firm focuses on serving individual and family clients and positions itself as a financial planning–centric practice rather than a traditional asset-gathering RIA. Its fee model is hourly and fixed-fee engagement-based, and its advisory activities emphasize financial planning and client education through seminars or workshops. The record indicates the adviser does not operate as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multi-state or pension-focused consultant.
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
Location
Lafayette, CO
Boulder
Location
Lafayette, CO
Headquartered in Lafayette, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 401 E Simpson St
- Time zone
- MT (UTC-7)
- Office locations
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