# McGovern Financial Planning, LLC

> McGovern Financial Planning, LLC is a state-registered investment advisory firm in North Arlington, NJ, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 306911
- Filed as: MCGOVERN FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Arlington, NJ
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306911
- AdvisorCensus page: https://advisorcensus.com/firm/mcgovern-financial-planning-llc-north-arlington-nj-306911

## Quick answers

**How is McGovern Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McGovern Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McGovern Financial Planning, LLC located?**
McGovern Financial Planning, LLC's principal office is in North Arlington, NJ, according to its Form ADV.

**Is McGovern Financial Planning, LLC registered with the SEC or a state?**
McGovern Financial Planning, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306911.

**How much does McGovern Financial Planning, LLC manage?**
McGovern Financial Planning, LLC reports $63,939,786 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does McGovern Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (15).

**Does McGovern Financial Planning, LLC 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/306911

## 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: $63,939,786
- Discretionary: $63,939,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $32,334,574 |
| High net worth individuals | 15 | $31,415,897 |
| Corporations or other businesses not listed above | Fewer than 5 | $189,315 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- 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. McGovern Financial Planning, LLC (CRD 306911): Form ADV filing data as of October 2026.