A complete list of active advisors currently associated with Clear and Simple Financial Group LLC

Warmer can help you find a great advisor at Clear and Simple Financial Group LLC or one who fits your needs even better.

Clear and Simple Financial Group provides portfolio management and financial planning primarily for individual clients, including high-net-worth individuals. The firm documents client objectives in an Investment Policy Statement and offers services such as asset allocation, asset selection, and regular portfolio monitoring. The firm employs a mix of analytical methods — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and generally pursues a long-term trading approach with cash-flow and income-oriented portfolios as needed. CASFG does not have discretionary trading authority; it reports approximately $10.1 million in assets classified as non-discretionary and no discretionary assets, so recommendations are implemented only with client approval. A notable aspect of the firm is that its principal is a licensed insurance agent who may offer commissionable insurance products and annuities to clients, a relationship the brochure discloses as a potential conflict of interest. The firm serves a small client roster (13 clients), does not accept performance-based fees, and does not aggregate trades for multiple client accounts, features that can distinguish its trade execution and advisory model from many peers.

To learn more about the advisors currently working at Clear and Simple Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.