Clover Leaf Financial LLC fees
Financial planner in Fairport, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Clover Leaf Financial LLC (Fairport, NY) charges $250-$500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the New York median of $300 to above it.
“These fees generally range from $250 to $500 per hour or $1,000 to $5,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- 4 employees
- Registered since
- 2025
How Clover Leaf Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on the account's value as of the last business day of the prior month.”
- “Any prepaid, unearned advisory fees will be refunded on a prorated basis calculated from the effective termination date.”
About Clover Leaf Financial LLC
“Clover Leaf provides a range of financial advisory services to individuals, high-net-worth individuals, families, and retirement plan sponsors.”
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 223
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $75 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 335751 (opens in new tab)
- Phone
- (585) 899-3940
Registered or notice filed in 4 states: Florida, New York, North Carolina, Ohio
Other planners in Fairport that publish fees
- Clemons Financial Education CompanyFairportHourly $250-$500/hr, Flat $1,500-$7,500
- Milestones Private Investment Advisors LLCFairportFlat $1,000-$5,000
More planners in New York that publish fees
- Dark Horse Wealth LLCCazenoviaHourly $150/hr
- Voltz Asset Management Inc.Bay ShoreHourly $250/hr
- Apollo Wealth Management, LLCLancasterHourly $100-$200/hr
- Financial Spyglass®RyeAnnual $20,000-$40,000/yr
- Lake Road Advisors, LLCCorningQuarterly $750-$2,000/qtr
- Yearwood FinancialNew York CityFlat $3,000-$7,000, Quarterly $1,250-$3,250/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.