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.
The firm primarily serves individual clients and also provides financial planning services to small corporations, partnerships, trusts, and qualified retirement plans. It delivers comprehensive written financial plans, separate consultations, and annual plan reviews, and it does not custody client assets or accept discretionary authority over client investment accounts. The advisory process begins with an in‑depth interview and document review to quantify goals and analyze cash flow, taxes, insurance, estate matters and overall asset allocation, drawing on industry research and data providers to form recommendations. Rather than providing ongoing portfolio management or charging AUM-based fees, the firm focuses on fixed-fee comprehensive plans and hourly consultations, prepares periodic reports, and can assist with implementation either by recommending third‑party money managers or by executing transactions in a non‑advisory broker capacity. What sets the firm apart is that its principal is a CFP® professional who is also registered as a representative of a broker‑dealer and licensed as an insurance agent, and the firm offers educational seminars and community teaching activities. The brochure discloses that these brokerage and insurance activities create potential conflicts of interest that are disclosed to clients, who are free to implement recommendations through other providers.
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
| 45
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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