Clearvue Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,850,466
Clients
25
0% 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
25
TypicalAverage account size
$74,019
About
ClearVue Financial provides comprehensive financial planning and discretionary investment management to working individuals and small businesses, along with educational resources and a monthly newsletter. Services described in the brochure include budgeting and debt planning, retirement and estate planning, investment policy development, workplace retirement plan advice, and referral or facilitation of tax-preparation services through an affiliated tax-preparation entity.
The firm constructs individualized investment policy statements and manages diversified portfolios using low-cost mutual funds and exchange-traded funds, employing both passive and active strategies where appropriate. Investment accounts are managed on a discretionary basis, reviewed at least quarterly, and are implemented through a single third‑party trading and custody platform under a bundled wrap-fee arrangement that includes trading, reporting, and tax‑management components.
Noteworthy features for a firm of this type include sponsoring a wrap-fee program that bundles transaction costs with advisory services — a structure that is uncommon among independent advisers — and the availability of tax-preparation services via a separate affiliated entity. The brochure also highlights complimentary educational offerings and a pro-bono entry-level planning tier, as well as operational limits tied to the securities and services available on the chosen custodial platform.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Fee options
One-time planning fee of $99; ongoing planning fee of $45 per month for Premier Planning
$0+: 0.80% annually $0+: 0.55% annually for Premier Planning clients (0.25% discount)
Hourly fees for one-time planning services range from $65 to $85 per hour
Fee-only: Financial planning fees: $99 one-time for Essential Planning, $45/month for Premier Planning, Hourly fees $65 to $85 per hour for One-time Planning
Most active in
Clearvue Financial has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
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:
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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.
Forms ADV
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