Clear Fiduciary Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,500,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Clear Fiduciary Consultants, LLC provides investment advisory services primarily to plan sponsors of qualified and non‑qualified retirement plans, including 401(k), 403(b), pension, profit‑sharing, cash balance and deferred compensation plans. The firm offers ERISA plan services and may act as either a limited‑scope 3(21) fiduciary advisor or a discretionary 3(38) investment manager, assisting with the development of investment policy statements, selection and monitoring of plan investment options, and participant education.
Investment programs are implemented in accordance with each plan’s written IPS and may employ fundamental, technical, cyclical and sector/top‑down analysis when selecting investments; trades are executed under limited power of attorney while custodians hold client assets. Account reviews are performed at least quarterly and more frequently when market or client circumstances warrant, and the firm does not utilize third‑party money managers or sponsor wrap fee programs.
Compared with many investment managers, Clear Fiduciary places explicit emphasis on pension consulting and direct service to pension and profit‑sharing plan clients—services that are relatively uncommon among peers in this category. The firm is a small, owner‑operated advisory with roughly $40 million in assets under management, offering both non‑discretionary advisory support and discretionary ERISA 3(38) management along with group participant education and ongoing monitoring.
Client services
Expertise
Occupation focus
Fee options
Negotiable, up to 1.5% annually on plan assets
Main office location
Clear Fiduciary Consultants, LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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