Clearview Financial Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,000,000
Clients
39
38% high-net worth
Advisors
1
of 1 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
39
HighAverage account size
$333,333
About
Clearview Financial Strategies provides discretionary asset management, advice on qualified retirement plan accounts, and hourly financial planning to individual clients. The firm reports about $13 million in discretionary assets across roughly 39 client households and typically requires a $500,000 household minimum, which may be lowered or waived in certain cases.
Investment programs are customized to each client's goals, time horizon, and risk tolerance, with the adviser generally authorized to implement and monitor asset allocation, investment selection and portfolio rebalancing. Methods of analysis disclosed include fundamental, technical, charting and cyclical approaches, and financial plans address cash flow, tax reduction, risk management and estate considerations.
A distinctive feature is that the firm’s owner also operates as an independent licensed insurance agent and offers commissionable insurance products (the brochure discloses this activity consumes about 5% of the owner’s time and generates under 15% of firm revenue), a relationship the firm identifies as a potential conflict of interest and describes steps to mitigate. Other noteworthy details include that the firm began as an insurance practice before adding advisory services, it does not vote client proxies, and it treats cash as an asset class included in assets under management.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Fee options
$0 - $500,000: 1.25% annually $500,001 - $2,000,000: 1.00% annually $2,000,001+: 0.85% annually
$300 per hour for financial planning services
Account minimum: $500,000
Main office location
Clearview Financial Strategies LLC
Atkinson NH, United States
Number of offices
1
Most active in
Clearview Financial Strategies LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
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:
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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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