A complete list of active advisors currently associated with Clairwell Financial Planning LLC
Warmer can help you find a great advisor at Clairwell Financial Planning LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Clairwell Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Annapolis, MD
| 3
|
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