Advisor at Clear View 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
Clear View Wealth Advisors, LLC
Location
Amesbury, MA
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Steven Stanganelli is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Clear View Wealth Advisors, LLC since 2010, serving as the sole advisor at the independent firm based in Amesbury, MA. Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm employs a combination of strategic, index-based allocations with tactical overlays and risk controls, utilizing low-cost ETFs alongside selected active and alternative investments.
Based on Clear View Wealth Advisors, LLC
Based on Clear View Wealth Advisors, LLC
Based on Clear View Wealth Advisors, LLC
Based on Clear View Wealth Advisors, LLC
Fixed fees for financial planning projects range from $360 (evaluation meetings) up to $50,000 depending on scope and complexity; fixed-fee investment management bundled with planning services available with monthly fees ranging from $40 to $1,500+ depending on assets/net worth.
$0 - $20,000: Negotiated annual charge subject to $240 minimum $20,001 - $70,000: 1.75% $70,001 - $200,000: 1.50% $200,001 - $500,000: 1.20% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.60% $1,500,001 - $3,000,000: 0.45% $3,000,001+: Negotiable
Hourly rates range from $100 to $300 based on client income and net worth for financial planning and consulting services.
Account minimum: No minimum asset level required to open or maintain an investment advisory account; however, minimum fees may apply and are negotiated with the client. Minimum fee: Minimum fee subject to negotiation; for example, $240 minimum annual charge for accounts $0-$20,000 under Legacy Asset Management Schedule; monthly maintenance fee of $10 per account (max $30 per household) may apply but can be waived. Fee-only: Financial planning and consulting fees charged on hourly basis ($100 to $300 per hour), fixed fees (e.g., $360 for evaluation meetings, $1,000+ for strategy sessions), or fixed-fee projects based on income and net worth (0.5% to 2% of income; 0.10% to 0.50% of net worth). Fee-only basis, no commissions.
Amesbury, MA
Massachusetts · New Hampshire · Texas
Clear View Wealth Advisors, LLC
2010 - Present (16 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.
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