RIA Intel›Advisers›Minnesota›COVE FINANCIAL PLANNING, LLC

COVE FINANCIAL PLANNING, LLC

Advisory

MN

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in MN

#403

of 511 advisers by AUM

Average account

$423K

across 234 accounts

AUM per adviser

$99M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$99M

Discretionary AUM$99M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, MN, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

60 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

CLERESTORY ADVISORS, INC

BLOOMINGTON, MN

$100M

BIRATH WEALTH MANAGEMENT, LLC

$100M

ASCENT ADVISORS LLC

$101M

WILKINSON CAPITAL MANAGEMENT, LLC

$97M

PLANNERS FINANCIAL SERVICES, INC.

MENDOTA HEIGHTS, MN

$96M

STOCKWALK INVESTMENT MANAGEMENT, INC.

MINNEAPOLIS, MN

$96M

Get the full picture on COVE FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COVE FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans