Clearview Wealth Management

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Client assets under management

$142,241,989

Clients

281

22% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$506,199

About

Clearview Wealth Management serves individual investors (including high‑net‑worth individuals), trustees, estates, charitable organizations, retirement plan sponsors, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm additionally offers tax return preparation services that are available only to existing clients as an ancillary service.

The firm typically manages accounts on a discretionary basis and builds individualized portfolios using a range of analytical tools and strategies, including Monte Carlo simulation, modern portfolio theory, and both fundamental and quantitative methods, and will employ third‑party managers where appropriate. Clearview considers a broad universe of investments — equities, fixed income, mutual funds, ETFs, REITs, annuities, and private funds — and emphasizes asset‑class allocation, rebalancing, and assessing clients’ capacity for volatility when designing portfolios.

A notable characteristic is that some associated persons are licensed insurance agents and may implement insurance products and receive commissions in a separate capacity, a practice the firm discloses and limits through referrals and fiduciary safeguards. The firm’s mix of ongoing wealth management, delegated retirement‑plan consulting, and a client‑only tax preparation offering distinguishes it from many peers of comparable size.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business succession planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees for financial planning services ranging from $600 to $10,000 per year; fixed limited-term/project fees; tax preparation fees $300 to $6,000; retirement plan consulting fixed fees from $3,000 to $60,000

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.00% $250,001 - $1,000,000: 1.85% $1,000,001 - $2,000,000: 1.70% $2,000,001+: 1.50%

Commissions

Insurance commissions may be received if insurance products are purchased through associated persons acting as insurance agents, separate from advisory fees

Project-based

Hourly fees not to exceed $500 per hour for consulting or financial planning services

Other

Minimum fee: Minimum retirement plan consulting annual fee of $3,000 Fee-only: Financial planning fixed fees from $600 to $10,000 per year; hourly fees up to $500/hour; tax preparation fixed fees from $300 to $6,000; retirement plan consulting fees negotiated, fixed fees $3,000-$60,000 or up to 1.5% of plan assets

Main office location

Clearview Wealth Management

4 Venture, Suite 120

Irvine CA 92618, United States

Number of offices

Most active in

Arizona · California · Florida · Ohio · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 949-333-6394

Advisors at this firm

Mark P

CFP®, Series 66

Irvine, CA

Clearview Wealth Management

Mark Phillips is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Clearview Wealth Management since 2018 and previously spent nine years at CommonWealth Financial Network. He is also involved with the Financial Planning Association of Orange County’s community outreach committee. Clearview Wealth Management serves individual investors, trustees, estates, charitable organizations, retirement plan sponsors, and businesses, providing financial planning, portfolio management, and retirement plan consulting. The firm uses a range of analytical tools and strategies to build individualized portfolios and offers tax return preparation services exclusively to existing clients.

Retirement income strategy Business succession planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Eric F

CFP®, Series 66

Irvine, CA

Clearview Wealth Management

Eric Figarsky is a CFP® professional with 16 years of industry experience. He has been with Clearview Wealth Management since 2018 and previously worked at Commonwealth Financial Network for nine years. Figarsky holds the Series 66 license. Clearview Wealth Management serves individual investors, trustees, estates, charitable organizations, retirement plan sponsors, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm manages accounts on a discretionary basis, using analytical tools such as Monte Carlo simulation and modern portfolio theory, and offers tax preparation services exclusively to existing clients.

Retirement income strategy Business succession planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Nicholas B

CFP®, Series 66

Irvine, CA

Clearview Wealth Management

Nicholas Bautista is a CFP® professional with 13 years of experience in financial advising. He is currently with Clearview Wealth Management and has previously worked at Bare Financial and Commonwealth Financial Network. Bautista is also the founder and CEO of a nonprofit organization that promotes free play soccer for adolescents. Clearview Wealth Management serves individual investors, trustees, estates, charitable organizations, retirement plan sponsors, and businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a range of analytical tools and strategies to build individualized portfolios and provides ancillary tax return preparation services exclusively for clients.

Retirement income strategy Business succession planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

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