Rachelle
Kovacs
Adaptive Financial Consulting, LLC
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About this Advisor
Rachelle Kovacs is a certified financial planner operating in Beachwood, Ohio with 5 years of relevant experience. Kovacs is currently employed by Adaptive Financial Consulting, LLC. Throughout their career, Kovacs has worked at Stratos Wealth Partners, LTD, Adaptive Financial Consulting, LLC, Adaptive Financial Consulting, Stratos Wealth Partners and Lpl Financial. Kovacs holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Ohio. Adaptive Financial Consulting, LLC is a financial advisory business based out of Beachwood, OH. The firm has offices in three locations and a total of eight financial advisors. It has $337 million in assets between its 458 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 458 accounts, 29% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management usually are based on the services provided. Fee types charged by Adaptive Financial Consulting, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adaptive Financial Consulting, LLC Brokerage Details
$336,898,466
8
458
$735,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Rachelle Kovacs Work History
Rachelle has been registered as a financial advisor for 5 years.*
Adaptive Financial Consulting, LLC
Adaptive Financial Consulting
Stratos Wealth Partners, LTD
Stratos Wealth Partners
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rachelle Kovacs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adaptive Financial Consulting, LLC
Beachwood, OH
Beachwood, OH
San Diego, CA
Beachwood, OH
Beachwood, OH
Mount Pleasant, SC
Beachwood, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
