Dennis
Stavinoha
Wealth Covenant Group LLC
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About this Advisor
Dennis Stavinoha is a certified financial planner and chartered financial consultant working out of Houston, Texas with 5 years of relevant experience. Stavinoha works at Wealth Covenant Group LLC. Over the course of their career, Stavinoha has held roles at Dennis Stavinoha Ins Agent, Lpl Financial and Wealth Covenant Group LLC. Stavinoha has a Series 63 license, qualifying them as a securities representative, and is able to operate in Texas. Wealth Covenant Group LLC is an advisory firm that has its headquarters in Houston, TX. It handles $270 million in assets under management among its 327 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 327 customer accounts, 53% belong to high-net-worth investors who have at least $1 million in assets. Wealth Covenant Group LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically depend on the type of services provided. However, fee types billed by Wealth Covenant Group LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Covenant Group LLC Brokerage Details
$270,300,000
4
327
$826,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Dennis Stavinoha Work History
Dennis has been registered as a financial advisor for 5 years.*
Wealth Covenant Group LLC
Dennis Stavinoha Ins Agent
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 Dennis Stavinoha 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 Wealth Covenant Group LLC
Houston, TX
Houston, TX
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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.