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- Custodian
- Altruist · Invesco · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-22-2021
- Office Locations
- 1
Office Locations
About Swell Financial
Swell Financial is a fee-only, fiduciary financial planning firm in Orange County, CA serving families age 55+ who are nearing retirement or making work optional. The firm leads with planning and integrates tax and retirement strategy with portfolio recommendations, including tax return reviews to uncover savings opportunities. Clients work directly with owner Nick Covyeau, CFP®, receive a one-page plan delivered via eMoney, and the firm limits its client roster for depth of service. Featured in MarketWatch and Fortune.
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Platform
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Owner & Executives
NICHOLAS ANTHONY COVYEAU
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6395797
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,923,397 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,923,397 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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