Red Clover Wealth Management, LLC fees and pricing
Financial planner in Salem, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Red Clover Wealth Management, LLC charges $500 an hour and a monthly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“$500.00 per hour A 50% down payment of financial planning fees are due upon engagement.”
- Monthly fee
- $500/mo
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at a rate of $500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Red Clover Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The financial planning fees are negotiable.”
- “After the first five (5) days, written termination will result in a pro-rated refund of any prepaid and unearned fee to the client based upon the percentage of work completed.”
- “Since ongoing fees are paid in arrears, no refund will be due in the event of termination.”
How Red Clover Wealth Management, LLC’s fees compare
- Its hourly rate of $500 is above the Massachusetts median of $300. 90% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Red Clover Wealth Management, LLC
“We offer financial planning consultations to evaluate a client’s financial situation, goals and risk tolerance.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 65
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,106,904
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335636
- Phone
- (703) 677-4587
Can advise clients in 2 states: Massachusetts, Virginia
Other planners in Salem that publish fees
- Abraham, Robert Ralph JRSalem$400-$3,000
- Plan for It Financial, LLCSalem$350/hr, $3,500-$7,500
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
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.