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).

Current Firm Details
http://www.redcloverfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $128,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Red Clover Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen Cote, financial advisor Fairfax VA
Kathleen C. Cote
CRD#: 2647975
Fairfax, VA

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.

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