Kathleen Cote
Red Clover Wealth Management · Salem, Massachusetts
Kathleen Cote is a fee-only financial advisor at Red Clover Wealth Management in Salem, Massachusetts, who holds the CFP credential. Red Clover Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Red Clover Wealth Management |
|---|---|
| Based in | Salem, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.1M across 167 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, VA · CRD 2647975 |
| Exams passed | Series 63 (2000) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.redcloverwm.com |
| Profile |
How Kathleen's firm compares
- Red Clover Wealth Management's average account is about $180,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about Kathleen
Is Kathleen Cote a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Red Clover Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Red Clover Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathleen Cote based?
Kathleen Cote is based in Salem, Massachusetts.
What credentials does Kathleen Cote hold?
Kathleen Cote holds the CFP credential.
Is Kathleen Cote registered with the SEC?
Yes. Kathleen Cote is registered as an investment adviser representative in MA and VA (CRD 2647975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Red Clover Wealth Management manage?
Red Clover Wealth Management reports $30.1M across 167 accounts in assets under management.
How do I contact Kathleen Cote?
Through Kathleen's website, www.redcloverwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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