Clairwell Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,020,538
Total clients
9
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$780,060
About
Clairwell Financial Planning LLC is a fee-only registered investment adviser that works with individual and high-net-worth clients, providing investment management, comprehensive financial planning (both ongoing and project-based), and educational seminars. The firm does not accept commissions or sales-based compensation and also makes non‑affiliated professional referrals when requested.
The firm’s investment process is grounded in modern portfolio theory and combines passive and active strategies; it may engage outside managers and typically has discretionary trading authority for client accounts. Clairwell can construct value- or values‑aligned portfolios (including ESG/screened approaches), accommodates client‑imposed restrictions, and relies on an institutional custodial platform for trade execution and reporting.
Distinctive features include a small client roster managing several million dollars in assets alongside a stated account minimum, reflecting a focus on larger individual portfolios since the firm’s 2023 registration. The firm requires clients to custody accounts on a particular institutional platform and does not vote client proxies or provide separate written performance reports beyond custodian statements, practices that differ from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business sale tax planning
Business ownership considerations
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $5,000 to $10,000; Educational Seminars fees range from $0 to $5,000 per seminar
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
$500 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees paid monthly in advance, ranging from $50 to $1,000 per month
Account minimum: $1,000,000 Fee-only: Ongoing Financial Planning fees range from $50 to $1,000 per month paid monthly in advance; initial fee up to $5,000 for initial plan; Project-Based Financial Planning fixed fees range from $5,000 to $10,000 or hourly fee of $500 per hour
Main office location
Clairwell Financial Planning LLC
Annapolis MD, United States
Number of offices
1
Most active in
Clairwell Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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