Advisor at Centerview Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Centerview Wealth Advisors, LLC
Location
Pittsburgh, PA 15215
Credentials
CFP®, Series 63
Industry experience
19 years
Clinton Guyaux is a CFP® with 19 years of industry experience, currently serving as an advisor at Centerview Wealth Advisors, LLC since 2014. He has also been associated with MassMutual Life Insurance Company since 2007. Clinton is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a disciplined investment process that includes fundamental, technical, and quantitative analysis. The firm manages client assets in-house and integrates insurance offerings alongside advisory services.
Based on Centerview Wealth Advisors, LLC
Financial planning fixed fees between $500 and $30,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
$100 to $300 per hour for financial planning services
Fee-only: Financial planning fixed fees between $500 and $30,000; hourly fees between $100 and $300 per hour
139 Freeport Road
Pittsburgh, PA 15215
Pennsylvania
Centerview Wealth Advisors, LLC
2014 - Present (12 years)
MassMutual life Insurance Company
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Pittsburgh, PA
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Series 66
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CFP®, Series 63, Series 65
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CFA®, Series 63
Pittsurgh, PA
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Series 66
Pittsburgh, PA
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