Advisor at Clear Creek Financial Management, LLC
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Firm
Clear Creek Financial Management, LLC
Location
Sandpoint, ID
Credentials
CFP®, Series 63, Series 66
Industry experience
20 years
Benjamin Warren is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Clear Creek Financial Management, LLC since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has ownership in Clear Creek RE Holdings, which manages the firm's office building. Clear Creek Financial Management serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithm-driven research through its Helios Quantitative Research service, emphasizing continuous, individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.
Based on Clear Creek Financial Management, LLC
Based on Clear Creek Financial Management, LLC
Financial Planning & Consulting: $250 to $100,000; Helios Quantitative Research: $3,500 to $4,000 base + $500 per additional financial advisor per month; Pension Consulting: $750 to $12,000 (charged quarterly)
Financial Planning & Consulting: up to $350/hour; Helios Quantitative Research: up to $1,000/hour; Pension Consulting: $250/hour
Sandpoint, ID
Idaho · Texas
Clear Creek Financial Management, LLC
2014 - Present (12 years)
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Lawyer
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Other specialized services
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