# Cove Financial Planning

Cove Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 301217
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301217

## About

Cove Financial Planning, LLC is a state-registered investment adviser with $99 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs investment decisions at Cove Financial Planning?

The principals and investment decision-makers at Cove Financial Planning have not been publicly identified. No names, titles, or professional backgrounds have been disclosed through the firm's website, LinkedIn, or other public sources.

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- [Wood Wealth Management](https://altss.com/profile/wood-wealth-management-llc)
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Last updated: 2026-07-06T01:24:14.786Z

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