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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-23-2019
- Office Locations
- 1
Office Locations
About Cove Financial Planning, LLC
Cove Financial Planning is a boutique, fee-only fiduciary RIA led by CFP® professional Ben Smith, providing comprehensive financial planning and discretionary investment management for individuals and families nationwide (virtual) with offices in Milwaukee, Wayzata, and Evanston. Client focus includes pre-retirees/retirees, mid-career professionals, and new inheritances, with a Socially Responsible Investing (SRI) emphasis. Certified B Corporation and may cap new engagements via waitlist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 67 clients, or 67 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
BENJAMIN PAUL SMITH
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6206436
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,995,996 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,995,996 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cove Financial Planning, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.