Red Clover Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,106,904
Total clients
65
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$463,183
About
Red Clover Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates and small businesses. The firm manages about $30.1 million in client assets across roughly 65 client relationships and accepts clients without a firm minimum account size.
The adviser builds customized portfolios using asset allocation together with fundamental and technical analysis and may trade under discretionary authority to implement client strategies. Clients receive quarterly custodian statements and written performance reports, with at least annual in-person reviews and additional monitoring tied to market or life‑event changes.
The firm was re-established in Massachusetts in late 2025 after relocating and continues a practice lineage that began in 2012, operating without broker‑dealer or third‑party manager affiliations and avoiding soft‑dollar arrangements and wrap programs. It offers planning both as limited hourly engagements and as an ongoing monthly subscription alongside its asset management services, which may appeal to clients seeking integrated planning and investment oversight from a compact advisory platform.
Client services
Expertise
Fee options
Comprehensive Financial Planning: $400 per month (fixed fee)
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.35% annually
$400 per hour for hourly financial planning
Fee-only: Hourly Financial Planning: $400 per hour; Comprehensive Financial Planning: $400 per month (fixed fee)
Main office location
Red Clover Wealth Management, LLC
Salem MA, United States
Number of offices
1
Most active in
Massachusetts · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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