{
  "crd_number": 152773,
  "slug": "abby-kovach-financial-planning-llc-lafayette-co-152773",
  "primary_business_name": "ABBY KOVACH FINANCIAL PLANNING, LLC",
  "legal_name": "ABBY KOVACH FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Lafayette",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "14500",
  "metro": {
    "cbsa_code": "14500",
    "common_name": "Boulder",
    "msa_name": "Boulder, CO",
    "path": "/advisors/co/boulder"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-10-29",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-04-29",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 30
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://kovachfinancialplanning.com",
    "https://linkedin.com/IN/ABBYKOVACH",
    "https://twitter.com/ABBYKOVACH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152773",
  "city_as_filed": "LAFAYETTE",
  "url": "https://advisorcensus.com/firm/abby-kovach-financial-planning-llc-lafayette-co-152773",
  "display_name": "Abby Kovach Financial Planning, LLC",
  "summary": "Abby Kovach Financial Planning, LLC is a state-registered investment advisory firm in Lafayette, CO, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated April 29, 2026.",
  "citation": "AdvisorCensus. Abby Kovach Financial Planning, LLC (CRD 152773): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Abby Kovach Financial Planning, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abby Kovach Financial Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Abby Kovach Financial Planning, LLC located?",
      "a": "Abby Kovach Financial Planning, LLC's principal office is in Lafayette, CO, according to its Form ADV."
    },
    {
      "q": "Is Abby Kovach Financial Planning, LLC registered with the SEC or a state?",
      "a": "Abby Kovach Financial Planning, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152773."
    },
    {
      "q": "What types of clients does Abby Kovach Financial Planning, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (5)."
    },
    {
      "q": "Does Abby Kovach Financial Planning, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152773"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/abby-kovach-financial-planning-llc-lafayette-co-152773.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152773",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}