RIA Intel›Advisers›New Jersey›MCGOVERN FINANCIAL PLANNING, LLC

MCGOVERN FINANCIAL PLANNING, LLC

Advisory

NORTH ARLINGTON, NJ

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in NJ

#669

of 775 advisers by AUM

Average account

$331K

across 193 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients121

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

121 clients

15 high-net-worth

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

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