Fee-only adviser · Upper Arlington, OH
Kovalcik & Geraghty Wealth Partners LLP
Kovalcik & Geraghty Wealth Partners LLP is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Upper Arlington, Ohio. On its latest Form ADV, filed April 1, 2026, it reports $299M in regulatory assets under management, 277 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 159811 · SEC file 801-72943 |
| Office | 2074 Arlington Avenue Upper Arlington, OH 43221 |
| Phone | (614) 222-4888 |
| Website | www.kgwpsouth.com |
| Regulatory assets under management | $299M ($298M discretionary) |
| Individual clients | 173 non-high-net-worth, 104 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Upper Arlington
- TCP Asset Management, LLC $1.2B
- Fiducia Wealth Management $53M
- Welspire LLC $26M
See all 4 fee-only advisers in Upper Arlington →
Nearby
- Columbus 47 firms
- Hilliard 2 firms
- Worthington 1 firm
- Dublin 21 firms
- Bexley 1 firm
- Powell 3 firms
- Grove City 1 firm
- Lewis Center 1 firm
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