# Kochevar Financial Planning

Kochevar Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 160468
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160468

## About

KOCHEVAR FINANCIAL PLANNING, LLC is a state-registered investment adviser. It has one employee and one investment adviser. The firm is led by a single investment adviser.

## Sectors

- Financial Services

## Questions

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

Kochevar Financial Planning does not publicly name its investment committee or lead advisor. As a registered RIA, investment decisions are made by one or more internal advisors who are subject to regulatory oversight. No specific principal names appear in public records or the firm's SEC filings.

### What investment stages does Kochevar Financial Planning typically target?

As a financial planning firm, Kochevar Financial Planning focuses on retirement planning, portfolio management, and asset allocation for individuals. It does not target venture stage, growth equity, or private market stages. Its activities are limited to conventional public securities advisory.

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Last updated: 2026-06-03T20:00:00.000Z

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