Team Covert, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Team Covert, LLC serves individual and high‑net‑worth clients, offering portfolio management, comprehensive and ongoing financial planning, and targeted financial consulting. The firm manages about $31 million on a discretionary basis for a small client base and uses asset‑based fees for investment management alongside fixed‑fee and hourly planning engagements.
For investment management, the firm builds customized portfolios from model strategies and relies on a recommended sub‑adviser to implement day‑to‑day security selection and trading while retaining discretionary authority to select, monitor, or replace sub‑advisers and rebalance allocations. Custody is maintained with third‑party custodians (the firm commonly recommends Fidelity), and clients receive regular custodial account statements.
The firm’s owner and associates are also licensed insurance agents and the owner operates an affiliated tax and accounting entity, through which the firm may recommend insurance and tax‑related services and receive separate compensation; these relationships are disclosed and the firm describes policies to address the resulting conflicts. Having both an accounting/tax planning affiliation and active insurance sales is uncommon among similarly sized supported advisers and may be a relevant consideration for clients seeking integrated tax, insurance, and investment services.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fee ranges from $1,200 to $12,000; Ongoing financial planning fixed monthly fee ranges from $100 to $1,000
Financial consulting hourly rate ranges from $100 to $500
Fee-only: Comprehensive financial planning fixed fee ranges from $1,200 to $12,000; Ongoing financial planning fixed monthly fee ranges from $100 to $1,000; Financial consulting hourly rate ranges from $100 to $500
Main office
2701 Cambridge Ct, Suite 401
Auburn Hills MI 48326
Advisors at this office
2
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Advisors at this firm
Sarah F
Series 65
Auburn Hills, MI
Team Covert, LLC
Sarah Fletcher is a financial advisor at Team Covert, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Merrill Lynch and Barnett Financial & Tax, Inc. Outside of advising, she is also licensed to sell insurance products. Team Covert, LLC serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and targeted financial consulting. The firm customizes portfolios using model strategies and a recommended sub-adviser for trading, while also offering integrated tax and insurance services through affiliated entities.
Jeffrey C
CFP®, Series 63, Series 65
Auburn Hills, MI
Team Covert, LLC
Jeffrey Covert is a CFP® with nine years of experience in the financial industry. He is currently with Team Covert, LLC and also owns and operates Team Covert Financial & Tax Planning Group, LLC, where he provides tax planning and insurance services as a CPA and insurance agent. His prior experience includes roles at Wealth for You Financial, LLC, Barnett Financial & Tax, Inc., and Hantz Financial Services, Inc. Team Covert, LLC serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and targeted consulting. The firm employs customized portfolios using model strategies and sub-advisers, and integrates tax and insurance services through affiliated businesses.
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