# Covenant Financial Planning and Resource Management, Inc.

> Covenant Financial Planning and Resource Management, Inc. is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 165873
- Filed as: COVENANT FINANCIAL PLANNING AND RESOURCE MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Tennessee
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165873
- AdvisorCensus page: https://advisorcensus.com/firm/covenant-financial-planning-and-resource-management-inc-165873

## Quick answers

**How is Covenant Financial Planning and Resource Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Covenant Financial Planning and Resource Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Covenant Financial Planning and Resource Management, Inc. registered with the SEC or a state?**
Covenant Financial Planning and Resource Management, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165873.

**How much does Covenant Financial Planning and Resource Management, Inc. manage?**
Covenant Financial Planning and Resource Management, Inc. reports $352,897 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**Does Covenant Financial Planning and Resource Management, Inc. report any disciplinary disclosures?**
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/165873

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $352,897
- Discretionary: $352,897
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $352,897 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Covenant Financial Planning and Resource Management, Inc. (CRD 165873): Form ADV filing data as of October 2026.