Clearvue Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,840,071
Clients
11
45% 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
11
LowAverage account size
$4,349,097
About
Clearvue Advisors is a registered, fee-only investment adviser that provides financial planning, consulting, and investment management to individuals as well as institutional and trust/estate clients. The firm offers tailored planning and portfolio management services across retirement, tax, cash flow, and estate topics common to individual clients.
Investment decisions are guided primarily by fundamental analysis and a long-term, asset-allocation framework, with portfolios implemented mainly through mutual funds, ETFs and individual debt securities and, when appropriate, through unaffiliated independent managers. Clearvue typically establishes an investment policy with clients and provides ongoing discretionary oversight, and it acts as a fiduciary when advising on retirement accounts.
What is distinctive is the firm’s scale and service mix: it manages roughly $48 million on behalf of a very small client roster and supplements AUM-based advisory services with one-time comprehensive planning, hourly engagements, and ongoing fixed-fee planning options. The firm operates as a small, owner-run adviser without broker or product affiliations, does not accept transaction-based compensation, does not vote client proxies, and discloses that it receives institutional platform services from its recommended custodian — a potential source of conflict the brochure describes and monitors.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for comprehensive financial plans from $5,000 to $10,000; quarterly fixed fees $1,250 to $5,000
$0 - $1,000,000: 1.00% of assets annually $1,000,001 - $3,000,000: 0.80% of assets annually $3,000,001 - $5,000,000: 0.60% of assets annually $5,000,001+: 0.40% of assets annually
$350 per hour
Minimum fee: $1,250 per quarter minimum fee Fee-only: Fixed fees for financial planning range from $5,000 to $10,000; hourly rate $350; quarterly fixed fees range from $1,250 to $5,000
Main office location
Clearvue Advisors LLC
Milton MA, United States
Number of offices
1
Most active in
Clearvue Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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 not active or affiliated with:
-
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
Quick links
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