Kevin Guarino
Clover Leaf Financial · Fairport, New York
Kevin Guarino is a fee-only financial advisor at Clover Leaf Financial in Fairport, New York. Kevin focuses on retirement planning, tax planning and estate & legacy planning. Clover Leaf Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Clover Leaf Financial |
|---|---|
| Based in | Fairport, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $75M across 419 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6821323 |
| Exams passed | Series 66 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cloverleafteam.com |
| Profile |
How Kevin's firm compares
- Clover Leaf Financial's average account is about $179,000, from its Form ADV (assets managed divided by 419 accounts).
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Questions about Kevin
Is Kevin Guarino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Clover Leaf Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Clover Leaf Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Guarino based?
Kevin Guarino is based in Fairport, New York.
What does Kevin specialize in?
Kevin's specialties include retirement planning, tax planning and estate & legacy planning. Kevin works with pre-retirees.
Is Kevin Guarino registered with the SEC?
Yes. Kevin Guarino is registered as an investment adviser representative in FL (CRD 6821323), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clover Leaf Financial manage?
Clover Leaf Financial reports $75M across 419 accounts in assets under management.
How do I contact Kevin Guarino?
Through Kevin's website, www.cloverleafteam.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
- Clover Leaf Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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