Advisor at Clover Leaf Financial LLC
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Firm
Clover Leaf Financial LLC
Location
Fairport, NY 14450
Credentials
Series 66
Industry experience
6 years
Kevin Guarino is a financial advisor at Clover Leaf Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cetera Advisor Networks, Caderet Grant, and Ayco. Outside of his advisory role, he is involved in software development through his work with Council9 LLC. Clover Leaf Financial LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, and retirement plan sponsors. The firm employs a disciplined, research-based approach centered on long-term portfolio construction using diversified, low-cost ETFs, strategic asset allocation, and tax-aware techniques.
Financial planning services may be charged a flat fee ranging from $1,000 to $5,000 per project.
Financial planning services charged hourly at $250 to $500 per hour.
Account minimum: $250,000 Fee-only: Portfolio management fees typically range from 0.50% to 1.50% annually, negotiated individually. Financial planning fees range from $250 to $500 per hour or $1,000 to $5,000 per project.
1387 Fairport Rd., Suite 620
Fairport, NY 14450
Florida
LPL Financial, LLC
2020 - Present (6 years)
Cetera Advisor Networks
2019 - 2020 (1 year)
Clover Leaf Financial LLC
2019 - 2020 (1 year)
Caderet Grant
2018 - 2019 (1 year)
Ayco
2017 - 2018 (1 year)
Village of Victor Department of Public Works
2016 - 2016 (1 year)
Midvale Country Club
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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