A complete list of active advisors currently associated with Clear Trail Advisors, LLC

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

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.

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