A complete list of active advisors currently associated with Covey & Covey
Warmer can help you find a great advisor at Covey & Covey or one who fits your needs even better.
Covey & Covey is an independent, state-registered investment advisory firm that primarily serves individual clients seeking personal financial planning and also provides planning for small corporations, partnerships, trusts and qualified retirement plans. The firm delivers comprehensive written financial plans, offers annual plan reviews, and accepts limited-scope consultations and quarterly reporting at clients’ discretion. The firm’s work is focused on comprehensive financial planning: collecting detailed client financial information, analyzing cash flow, asset allocation, insurance, tax and estate issues, and producing written recommendations for clients to implement. It does not manage client assets on a discretionary basis or serve as custodian, and it uses fixed and hourly planning engagements rather than percentage-of-assets-under-management fee arrangements. Noteworthy for a firm of this type, the principal also acts as a registered representative of a broker‑dealer and as a licensed insurance agent, enabling execution of securities and insurance transactions outside the advisory engagement and creating disclosed commission-based conflicts of interest. The adviser additionally conducts educational seminars and workshops, has teaching and expert‑witness experience, and may assist in selecting third‑party money managers when appropriate.
To learn more about the advisors currently working at Covey & Covey, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 44
|
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