A complete list of active advisors currently associated with Kochevar Financial Planning, LLC

Warmer can help you find a great advisor at Kochevar Financial Planning, LLC or one who fits your needs even better.

Kochevar Financial Planning is a small independent advisory firm that serves individuals, trusts and estates, businesses, and charitable organizations through broad-based financial planning. The firm’s described services include cash‑flow and debt management, retirement and estate planning, college funding, risk‑management advice, investment consultation, and tax return preparation. The firm’s investment approach favors long‑term, buy‑and‑hold portfolio construction informed by Modern Portfolio Theory and fundamental analysis, with a preference for diversified, cost‑efficient index funds and ETFs where appropriate. It provides investment consultation and helps clients develop investment policy statements, but does not provide ongoing portfolio management or daily trade supervision; accounts remain at third‑party custodians and client approval is required for transactions. Noteworthy for a solo independent adviser, the firm does not manage client portfolios directly and does not use percentage‑of‑assets‑under‑management fees, reporting no client assets under its management and instead charging negotiated annual fees. The practice also integrates tax return preparation and coordination with other professionals, and the principal’s combined medical/academic background alongside CFP and tax credentials is an atypical profile for a firm of this size.

To learn more about the advisors currently working at Kochevar Financial Planning, LLC, 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
Gerald Kochevar	Grafton, MA	14

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