Red Clover Wealth Management

Red Clover Wealth Management at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 65 individual clients, 25 of them high net worth.
• Its average account is about $180,000 (assets it manages divided by its 167 accounts).

Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts

Facts

Red Clover Wealth Management fees

Red Clover Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Kathleen Cote

  CFP