Mcgovern Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Hourly fees for financial planning and investment advisory services are $400 per hour.”

Flat or project fee

$7,000⁠-⁠$8,000

“Preparation of a comprehensive financial plan: generally, $7,000 to $8,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mcgovern Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Payable upon presentation and delivery of the financial plan.”
• “For project or hourly engagements, the balance of fees due is payable immediately upon delivery of the plan or advice to the client.”
• “Upon termination, McGovern Financial shall refund the pro-rated portion of the advanced deposit that was not utilized in connection with the preparation of a financial project or plan.”

How Mcgovern Financial Advisors, LLC’s fees compare

• Its hourly rate of $400 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Westfield that publish an hourly rate charge less.
• Its flat or project fee of $7,000-$8,000 is above the New Jersey median of $5,000. 65% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Westfield that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Mcgovern Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Social Security
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

197514

Website

mcgovernfinancialadvisors.com (opens in new tab)

Phone

(908) 789-9462

Other planners in Westfield that publish fees

• Eagle Grove Advisors LLCWestfield$250/hr, $620/mo
• Time Investment AdvisersWestfield$100⁠-⁠$300
• Tucker Wealth AdvisoryWestfield$325/hr, $2,000⁠-⁠$7,500
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000

Compare all 7 planners in Westfield