Advisor at Clear Fiduciary Consultants, 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 Fiduciary Consultants, LLC
Location
Scottsdale, AZ
Credentials
Series 63, Series 65
Industry experience
10 years
Thomas Rooney is a financial advisor at Clear Fiduciary Consultants, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silverhawk Private Wealth and CWM, LLC since 2023. Rooney has been with Clear Fiduciary Consultants since 2016. Clear Fiduciary Consultants, LLC provides investment advisory services primarily to plan sponsors of qualified and non-qualified retirement plans, offering ERISA plan services as either a limited-scope 3(21) fiduciary advisor or a discretionary 3(38) investment manager. The firm emphasizes pension consulting and direct service to pension and profit-sharing plan clients, managing approximately $40 million in assets.
Based on Clear Fiduciary Consultants, LLC
Negotiable, up to 1.5% annually on plan assets
Scottsdale, AZ
Arizona · Texas
Silverhawk Private Wealth
2023 - Present (3 years)
CWM, LLC
2023 - Present (3 years)
Clear Fiduciary Consultants, LLC
2016 - Present (10 years)
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Is not active or affiliated with:
Insurance agent
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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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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