T

Team Covert, LLC

Updated today
Find your advisor

Client assets under management

$31,000,000

Clients

38

37% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

19

Low

Average account size

$815,789

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

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning Long-term care insurance Cash flow / budgeting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Comprehensive financial planning fixed fee ranges from $1,200 to $12,000; Ongoing financial planning fixed monthly fee ranges from $100 to $1,000

Project-based

Financial consulting hourly rate ranges from $100 to $500

Other

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 location

Team Covert, LLC

2701 Cambridge Ct, Suite 401

Auburn Hills MI 48326, United States

Number of offices

1

Most active in

More info

Michigan

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

517-898-5338

Advisors at this firm

Scroll left Scroll right
user avatar

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.

General retirement planning General tax planning Long-term care insurance Cash flow / budgeting
user avatar

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.

General retirement planning General tax planning Long-term care insurance Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")