Clear Trail Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clear Trail Advisors serves individuals (including high‑net‑worth clients), trusts, retirement plans, and businesses, providing discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, and selection and monitoring of third‑party money managers. The firm manages approximately $803 million in client assets and also offers fee‑based insurance products that it can manage as part of its wealth management services, with insurance activities conducted through affiliated licensed agents and Clear Trail Insurance Holdings.
The firm implements individualized, continuously monitored portfolios using a broad mix of instruments—individual equities, fixed income, ETFs, mutual funds, options, alternative investments, and direct indexing—and can allocate assets to separately managed accounts, model portfolios, or TAMP/UMA solutions accessed via Dynasty. For held‑away accounts such as 401(k)s and other employer plans it uses the Pontera order management system, and the brochure discloses that the firm may employ derivatives and borrowing (margin) in separately managed accounts when deemed appropriate.
Compared with many peers, Clear Trail discloses several uncommon business practices: it uses client testimonials and advertises third‑party ratings in its marketing; it maintains operational and distribution relationships through Dynasty (including participation in Dynasty programs and referral arrangements); and it has an affiliated insurance holding company that receives compensation for insurance products. Those platform integrations, the use of Pontera for held‑away assets, and the explicit disclosure about derivatives and borrowing in SMAs are notable features relative to other team‑style advisory firms.
Client services
Expertise
Fee options
Financial planning flat fees range from $1,500 to $10,000; Retirement Plan Consulting flat fees from $750 to $25,000
$0+: Up to 1.50% annually (negotiable maximum) $0+: Retirement Plan Consulting: up to 1.00% annually of plan assets $0+: Dynasty Program Fees: UMA up to 0.19%, SMA Equity – Model Delivered up to 0.16%, SMA Equity - Traditional up to 0.10%, SMA Taxable Fixed Income up to 0.10%, SMU Muni up to 0.08%, Model Select up to 0.03% $0+: Independent Manager fees range from 0% to 1.50% annually
Up to $350 per hour for financial planning and consulting services
Minimum fee: Minimum account fees in Dynasty programs of $120 for certain plans; minimum flat fees for financial planning and consulting range from $750 to $1,200 retainer, up to $10,000 maximum Fee-only: Financial planning and consulting fees on hourly basis up to $350/hour or flat fees ranging from $1,500 to $10,000; Retirement Plan Consulting flat fees from $750 to $25,000
Main office
5847 San Felipe St., Suite 950
Houston TX 77057
Advisors at this office
5
Most active in
Georgia · Louisiana · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew P
CFP®, Series 66
Houston, TX
Clear Trail Advisors, LLC
Matthew Price is a CFP® with 14 years of industry experience and is currently with Clear Trail Advisors, LLC. His prior experience includes roles at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a comprehensive investment process combining fundamental, technical, and sector analysis with multi-asset allocation techniques and alternative investments, managing approximately $797 million in discretionary client assets.
Matthew K
CFP®, Series 66
Houston, TX
Clear Trail Advisors, LLC
Matthew Kerns is a CFP® and holds a Series 66 license, currently serving as an advisor at Clear Trail Advisors, LLC with five years of industry experience. He previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Teak Tree Capital Management. Outside of financial services, he was involved with Escalante Golf, Inc. for six years. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets, utilizing a blend of fundamental, technical, and sector analysis combined with multi-asset allocation techniques, direct indexing, ETFs, and alternative investments.
Jennifer N
Series 66
Houston, TX
Clear Trail Advisors, LLC
Jennifer Norris is a financial advisor with Clear Trail Advisors, LLC in Houston, TX, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Tiras Wealth Management and Joseph L Silva, both affiliated with Ameriprise Financial Services. Clear Trail Advisors serves individuals, trusts, retirement plans, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $803 million in client assets and employs a broad mix of investment instruments, integrating third-party platforms such as Dynasty and Pontera in its service model.
Randolph P
CFP®, Series 63, Series 65
Houston, TX
Clear Trail Advisors, LLC
Randolph Price is a CFP® with 39 years of industry experience, currently serving at Clear Trail Advisors, LLC. His prior roles include positions at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities, managing approximately $797 million in discretionary client assets. The firm combines traditional investment analysis with multi-asset allocation and alternative strategies, offering both direct portfolio management and third-party manager oversight.
Skyler S
Series 65
Houston, TX
Clear Trail Advisors, LLC
Skyler Seidman is a financial advisor at Clear Trail Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Flagship Investment Management LLC and Flagship Capital Partners. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets and employs a multi-faceted investment approach that includes fundamental and technical analysis, multi-asset allocation, direct indexing, ETFs, and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")