Clear Trail Advisors, LLC logo

Clear Trail Advisors, LLC

Updated today

Client assets under management

$802,339,431

Clients

376

60% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

75

High

Average account size

$2,133,881

About

Clear Trail Advisors serves individuals (including high‑net‑worth clients), trusts, retirement plans, and businesses, providing discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, and selection and monitoring of third‑party money managers. The firm manages approximately $803 million in client assets and also offers fee‑based insurance products that it can manage as part of its wealth management services, with insurance activities conducted through affiliated licensed agents and Clear Trail Insurance Holdings.

The firm implements individualized, continuously monitored portfolios using a broad mix of instruments—individual equities, fixed income, ETFs, mutual funds, options, alternative investments, and direct indexing—and can allocate assets to separately managed accounts, model portfolios, or TAMP/UMA solutions accessed via Dynasty. For held‑away accounts such as 401(k)s and other employer plans it uses the Pontera order management system, and the brochure discloses that the firm may employ derivatives and borrowing (margin) in separately managed accounts when deemed appropriate.

Compared with many peers, Clear Trail discloses several uncommon business practices: it uses client testimonials and advertises third‑party ratings in its marketing; it maintains operational and distribution relationships through Dynasty (including participation in Dynasty programs and referral arrangements); and it has an affiliated insurance holding company that receives compensation for insurance products. Those platform integrations, the use of Pontera for held‑away assets, and the explicit disclosure about derivatives and borrowing in SMAs are notable features relative to other team‑style advisory firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management

Fee options

Fixed

Financial planning flat fees range from $1,500 to $10,000; Retirement Plan Consulting flat fees from $750 to $25,000

Percentage

$0+: Up to 1.50% annually (negotiable maximum) $0+: Retirement Plan Consulting: up to 1.00% annually of plan assets $0+: Dynasty Program Fees: UMA up to 0.19%, SMA Equity – Model Delivered up to 0.16%, SMA Equity - Traditional up to 0.10%, SMA Taxable Fixed Income up to 0.10%, SMU Muni up to 0.08%, Model Select up to 0.03% $0+: Independent Manager fees range from 0% to 1.50% annually

Project-based

Up to $350 per hour for financial planning and consulting services

Other

Minimum fee: Minimum account fees in Dynasty programs of $120 for certain plans; minimum flat fees for financial planning and consulting range from $750 to $1,200 retainer, up to $10,000 maximum Fee-only: Financial planning and consulting fees on hourly basis up to $350/hour or flat fees ranging from $1,500 to $10,000; Retirement Plan Consulting flat fees from $750 to $25,000

Main office location

Clear Trail Advisors, LLC

5847 San Felipe St., Suite 950

Houston TX 77057, United States

Number of offices

1

Most active in

Georgia · Louisiana · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew P

CFP®, Series 66

Houston, TX

Clear Trail Advisors, LLC

Matthew Price is a CFP® with 14 years of industry experience and is currently with Clear Trail Advisors, LLC. His prior experience includes roles at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a comprehensive investment process combining fundamental, technical, and sector analysis with multi-asset allocation techniques and alternative investments, managing approximately $797 million in discretionary client assets.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
user avatar

Matthew K

CFP®, Series 66

Houston, TX

Clear Trail Advisors, LLC

Matthew Kerns is a CFP® and holds a Series 66 license, currently serving as an advisor at Clear Trail Advisors, LLC with five years of industry experience. He previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Teak Tree Capital Management. Outside of financial services, he was involved with Escalante Golf, Inc. for six years. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets, utilizing a blend of fundamental, technical, and sector analysis combined with multi-asset allocation techniques, direct indexing, ETFs, and alternative investments.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
user avatar

Jennifer N

Series 66

Houston, TX

Clear Trail Advisors, LLC

Jennifer Norris is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Clear Trail Advisors, LLC since 2025 and previously spent six years at Tiras Wealth Management - Ameriprise Financial Services, LLC, and thirteen years at Joseph L Silva - Ameriprise Financial Services, LLC. Clear Trail Advisors, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages approximately $797 million in discretionary client assets and employs a multi-faceted investment approach combining traditional analysis with multi-asset allocation, direct indexing, ETFs, and alternative investments.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
user avatar

Randolph P

CFP®, Series 63, Series 65

Houston, TX

Clear Trail Advisors, LLC

Randolph Price is a CFP® with 39 years of industry experience, currently serving at Clear Trail Advisors, LLC. His prior roles include positions at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities, managing approximately $797 million in discretionary client assets. The firm combines traditional investment analysis with multi-asset allocation and alternative strategies, offering both direct portfolio management and third-party manager oversight.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
user avatar

Skyler S

Series 65

Houston, TX

Clear Trail Advisors, LLC

Skyler Seidman is a financial advisor at Clear Trail Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Flagship Investment Management LLC and Flagship Capital Partners. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets and employs a multi-faceted investment approach that includes fundamental and technical analysis, multi-asset allocation, direct indexing, ETFs, and alternative investments.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management
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