Clear Resource Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$116,757,242
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
125
24% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$934,058
About
Clear Resource Group provides investment advisory and planning services to individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, charitable organizations, and businesses. As of year‑end the firm reported approximately $126.7 million in assets under management across about 125 client relationships and delivers services on both discretionary and non‑discretionary bases.
The firm implements tailored investment advice and may manage assets using firm‑developed model portfolios that span conservative to aggressive risk profiles, acting under discretionary authority for many client accounts. Its stated methods combine modern portfolio theory with technical, fundamental and cyclical analysis, and it advises across a broad range of instruments while noting tax consequences and encouraging clients to consult tax professionals.
Distinctive features include the firm’s fee‑only approach and the principal’s maintained professional credentials as a Certified Public Accountant and Personal Financial Specialist, an accounting affiliation that the brochure says is not currently an active tax practice but that informs the firm’s planning and pension consulting work — an arrangement uncommon among peers. The firm also emphasizes pension consulting and participant education and routinely directs clients to its recommended institutional custodial platform for account execution and custody.
Client services
Financial planning
Portfolio management
Pension consulting
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $250,000: 1.85% $250,001 - $500,000: 1.65% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001+: 0.60%
$300 per hour for financial planning and financial consulting services, negotiable
Fee-only: Hourly fee of $300, negotiable depending on scope and complexity of services
Main office location
Clear Resource Group, LLC
1130 Nw 12 Th Avenue, Unit 100
Portland OR 97209, United States
Number of offices
2
Most active in
Clear Resource Group, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas · Washington
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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