CRD: 306911
Mcgovern Financial Planning, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2020
- Office Locations
- 1
Office Locations
About Mcgovern Financial Planning, LLC
McGovern Financial Advisors provides affordable, fee-only, advice-only fiduciary planning and investment guidance for individuals nearing or in retirement, including retirement timing, withdrawal sequencing, Social Security claiming, and 401(k)/403(b)-to-IRA rollover decisions. The firm often helps self-directed investors seeking an independent second opinion and asset-allocation review. No commissions or product sales; custody via Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN FRANCIS MCGOVERN
Chief Compliance Officer, Managing Member
- CRD
- #4722546
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,939,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,939,786 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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