Advisor at Clear Waters Financial Network 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
Clear Waters Financial Network LLC
Location
Palisade, CO
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Donna Morrall is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Clear Waters Financial Network LLC. She has a background that includes seven years at Ramboll and has been with Clear Waters Financial Planning LLC since 2018. Morrall serves on the Board of Directors and Grants Committee for the nonprofit Forever Our Rivers, providing financial education to the board. Clear Waters Financial Network LLC is a fee-only advisory firm offering comprehensive financial planning and portfolio management primarily to individual clients and occasionally to small businesses and nonprofits. The firm manages discretionary accounts using both fundamental and technical analysis, with diversified portfolios that include stocks, bonds, ETFs, mutual funds, and covered options for hedging.
Based on Clear Waters Financial Network LLC
Comprehensive One-Time Financial Plan: $2,500 fixed fee; Annual Financial Plan Review: $1,500 fixed fee (waived for clients with discretionary AUM and prior comprehensive plan);
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.5% annually $2,000,001+: 0.25% annually
$300 per hour for Separate Financial Planning Consultations.
Account minimum: $100,000 Fee-only: Fee-only financial planning firm; no commissions received.
Palisade, CO
Colorado
Clear Waters Financial Planning LLC
2018 - Present (8 years)
Ramboll
2015 - 2022 (7 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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