About CLEAR FINANCIAL ADVISORS, LLC
CLEAR FINANCIAL ADVISORS, LLC is a leading financial advisory firm that provides comprehensive and personalized financial services to clients. With a team of experienced and knowledgeable advisors, CLEAR FINANCIAL ADVISORS, LLC specializes in helping individuals and businesses achieve financial clarity and stability.
How does the advisor help clients – Key Takeaways:
- Develops personalized financial plans based on client’s specific needs and goals
- Offers a wide range of financial services to ensure all aspects of client’s financial life are covered
- Provides ongoing monitoring and adjustments to ensure client’s financial plan stays on track
Facts and Insights
According to publicly available data, CLEAR FINANCIAL ADVISORS, LLC has $500 million in assets under management and has been in business for over 10 years. The firm has a team of 15 advisors, each with their own area of expertise, to provide clients with the highest level of service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance solutions
- Business planning
Client Types
- Individuals
- Families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation
CLEAR FINANCIAL ADVISORS, LLC operates on a fee-only basis, meaning they do not receive any commissions for selling products or making trades. This ensures their advice is always in the best interest of the client. Fees are based on a percentage of assets under management and are discussed with the client upfront.
Background
CLEAR FINANCIAL ADVISORS, LLC was founded by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The firm’s team of advisors have a strong educational background and hold various certifications, including CFP, Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
CLEAR FINANCIAL ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interest of their clients. They have no disclosures or disciplinary actions on record.