Clear View Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,377,061
Total clients
144
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
144
Average account size
$183,174
About
Clear View Wealth Advisors provides discretionary portfolio management to individuals (including high‑net‑worth clients), corporations, trusts, and other entities, tailoring services through an initial fact‑finding interview and ongoing client contacts. Clients may impose written investment restrictions and the firm offers an option for a socially responsible investment portfolio.
The firm combines fundamental analysis and Modern Portfolio Theory, using both active and passive index strategies to construct longer‑term core holdings alongside positions intended to add value, and it factors tax consequences into capital management recommendations. Accounts are monitored and rebalanced periodically, custody is maintained through Charles Schwab Institutional, and advisory fees are billed via direct billing from client custodial accounts.
Noteworthy features disclosed in the brochure include the principal’s concurrent registration with a broker‑dealer (LPL Financial), which the firm identifies as creating potential conflicts of interest and providing that broker‑dealer access to certain client information; a referral arrangement with a local credit union; and the use of an unaffiliated third‑party service provider (FocusPoint Solutions) for research and back‑office services. The firm also notes it does not charge performance‑based fees, does not vote client proxies, and manages approximately $26.4 million in client assets.
Client services
Expertise
Fee options
$0 - $249,000: 2.50% $250,000 - $499,000: 2.25% $500,000 - $749,000: 2.00% $750,000 - $999,999: 1.75% $1,000,000 - $1,499,999: 1.50% $1,500,000+: Negotiable
Fee-only: Fee-based advisory service only
Main office location
Clear View Wealth Advisors
4211 North Buffalo Road, Suite 17 A
Orchard Park NY 14127, United States
Number of offices
1
Most active in
Florida · New York
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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