Red Clover Financial Planning, LLC
Red Clover Financial Planning, LLC (CRD# 160658) is a financial advisory firm headquartered in , . They manage $12,590,859 in 98 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts98ACCOUNTS
Average Account Value$128,478
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathleen Cote (CRD# 2647975) is an Investment Advisor Representative working at Red Clover Financial Planning, LLC in Fairfax, VA and has over 22 years of experience in the finance industry. Kathleen Cote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.