COVE FINANCIAL PLANNING, LLC

COVE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 301217). Regulatory assets under management: $99.0M.

Registration

• CRD: 301217
• Type: Registered investment adviser
• Phone: 952-807-4060
• Latest filing: 2026-01-13
• Regulatory AUM: $99.0M
• Discretionary AUM: $99.0M
• Clients: 1
• Accounts: 234

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301217 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search