New Covenant Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Covenant Financial LLC is a newly registered, fee-only advisory firm that serves individual and high‑net‑worth clients. The firm offers discretionary investment management, comprehensive financial planning on both ongoing and project bases, and an optional estate‑planning document preparation service coordinated with third‑party providers.
The firm’s investment approach emphasizes tailored asset allocation using a mix of passive and active strategies and may incorporate model portfolios and independent outside managers to implement client plans. It works with custodial platforms and model marketplaces to subscribe or customize third‑party model portfolios and monitors Outside Managers as part of its ongoing advisory relationship.
What is distinctive is the combination of services and fee arrangements for a firm of this type: it offers fixed‑fee and hourly pricing for financial planning engagements and supports direct selection and oversight of other advisers for client accounts. The firm presently reports no assets under management and no active SEC‑registered advisors, participates in third‑party model marketplaces, and does not act as a private fund adviser.
Client services
Expertise
Fee options
Fixed fees ranging from $750 to $2,000 for project-based financial planning; $1,500 for estate planning preparation; initial financial planning fee of $750; ongoing financial planning fee ranges $5,000 to $10,000 annually
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
$300 per hour for project-based financial planning and termination fee charges
Ongoing financial planning fee charged annually in four equal quarterly installments, ranging from $5,000 to $10,000 annually
Fee-only: Fee-only firm—compensated solely by client fees; no commissions or sales-based compensation received
Main office
Trophy Club TX
Advisors at this office
1
Most active in
Texas
Also doing business as
New Covenant Financial · New Covenant Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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