A complete list of active advisors currently associated with Clear Retirement Advice LLC

Warmer can help you find a great advisor at Clear Retirement Advice LLC or one who fits your needs even better.

Clear Retirement Advice LLC is a single-advisor registered investment adviser serving individual and high-net-worth households with discretionary portfolio management and goal-based financial planning. As of year-end 2025 the firm reported $153.4 million in discretionary assets across a relatively small client base, and it prepares individualized Investment Policy Statements for each client. The firm’s investment approach combines fundamental analysis with modern portfolio theory to create diversified, goals-based allocations using mutual funds, ETFs, fixed income, real estate funds, annuities, TIPS, commodities and select equities. Portfolios are managed on a discretionary, long-term trading basis (though some holdings may be held for under one year), and financial planning is provided on an ongoing basis when clients engage portfolio management. Notably, Clear does not use a percentage-of-assets fee model and instead charges a flat fee arrangement for advisory services, which is uncommon among peers; financial planning is included when portfolio management is engaged. The firm manages client assets internally (does not sub‑advise to third‑party managers), maintains a small, concentrated client roster relative to its assets under management, and does not aggregate trades across client accounts, which can affect trade execution dynamics.

To learn more about the advisors currently working at Clear Retirement Advice 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.