A complete list of active advisors currently associated with Clear Creek Advisors

Warmer can help you find a great advisor at Clear Creek Advisors or one who fits your needs even better.

Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities, managing roughly $722 million in client assets and serving several hundred client relationships. The firm works with third‑party model portfolios and portfolio managers to deliver portfolio management and related services to both non‑HNW and high‑net‑worth clients. The firm’s onboarding process includes a risk tolerance questionnaire and an Investment Policy Statement to guide selection of a model portfolio; Clear Creek typically recommends model portfolios run by unaffiliated subadvisors or by a designated Co‑Advisor and retains ongoing oversight and discretionary authority to select, change, or replace those managers. Subadvisors or the Co‑Advisor handle day‑to‑day portfolio management and rebalancing, and clients are provided the recommended subadvisor’s or co‑advisor’s disclosure materials for review. Clear Creek discloses several relationships that differentiate its structure from many peers: it has a co‑advisory arrangement with Advisory Alpha, LLC and an indirect minority ownership link between the firms, and it operates an affiliated insurance entity (Clear Creek Insurance, LLC) through which a partner is a licensed life and health insurance agent and may receive commissions (the brochure notes that partner spends approximately 15% of his time on insurance activities). The brochure also highlights the firm’s reliance on third‑party model portfolios and “investment tools” provided by subadvisors and the Co‑Advisor (materials that can include model or hypothetical performance information), and describes how advisory fees from CCA and the subadvisor/Co‑Advisor are combined and deducted from client accounts.

To learn more about the advisors currently working at Clear Creek Advisors, 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.