Clanton Financial Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,471,783
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
40
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$761,795
About
Clanton Financial is a state-registered investment adviser that provides tailored investment management and retirement-plan advisory services to individuals, high-net-worth clients, and ERISA retirement plans. The firm offers both discretionary and non-discretionary portfolio management, may use unaffiliated managers, and works with ETFs, mutual funds, individual stocks and bonds while also assisting plan sponsors with IPS design and participant education tracking.
The advisor emphasizes fundamental analysis and a primarily long-term investment approach, while permitting tactical rebalancing or shorter-term trades as needed to meet client objectives and tax or legacy-holding considerations. The firm conducts internal due diligence on investments and implements accounts either directly or through independent managers; it also sponsors a wrap fee program that bundles custodial, trading and administrative costs into a single asset‑based fee.
Distinctive features include the firm’s role as a wrap-fee program sponsor, an affiliated insurance practice through which the principal may earn commissions, and the provision of pension consulting and 3(21) retirement-plan advisory services to plan sponsors. The principal’s outside business activities (including insurance sales and a corporate financial role) are disclosed in the brochure and identified as potential conflicts that the firm addresses through fiduciary disclosures and its Code of Ethics.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $100,000: 1.50% $100,001 - $500,000: 1.00% $500,001 - $3,000,000: 0.80% $3,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: Negotiable
Insurance commissions earned separately by Mr. Clanton as an independent insurance professional, not offsetting advisory fees
Fee-only: Investment advisory fees based on asset tiers as above; retirement plan advisory fees up to 1.50% annually, negotiable
Main office location
Clanton Financial Partners, LLC
Saint Paul MN, United States
Number of offices
1
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
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