A complete list of active advisors currently associated with Team Covert, LLC

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

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.

To learn more about the advisors currently working at Team Covert, 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.