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
$2,173,043
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$2,173,043
About
Clairwell Financial Planning LLC is an independent, fee‑only registered investment adviser that provides discretionary investment management and comprehensive financial planning services to individual and high‑net‑worth clients. As a solo‑practitioner firm founded in 2023, it reports roughly $2.17 million in discretionary assets under management for a single client and generally applies a $1,000,000 account minimum, with waivers considered case‑by‑case.
The firm’s investment process is grounded in modern portfolio theory and uses a mix of passive and active vehicles, focusing on asset allocation, tax considerations, and client risk tolerance. Clairwell offers tailored financial planning delivered either on an ongoing basis or as project‑based engagements, may engage third‑party outside managers for portfolio implementation, and can incorporate socially responsible (ESG) screens at client request.
Notable for its very small, recently established practice, the firm operates with a single client relationship and a modest asset base compared with many peers. Clairwell requires clients to custody accounts on a specified third‑party platform it uses for custody and reporting, discloses that it is fee‑only with no commission‑based compensation, and relies on custodian statements for trade confirmations and account reporting.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Project-Based Financial Planning fixed fees ranging from $5,000 to $10,000; Educational Seminars fees range from $0 to $5,000
$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
Account minimum: $1,000,000 (may be reduced or waived on a case-by-case basis) Fee-only: Ongoing Financial Planning: $50-$1,000 monthly fixed fee (negotiable), initial fee up to $5,000; Project-Based Financial Planning: fixed fees $5,000-$10,000 or hourly rate $500/hr; Educational Seminars: $0-$5,000 per seminar
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:
-
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.
-
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.
Main office location
Clairwell Financial Planning LLC
Annapolis MD, United States
Number of offices
1
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")