Clear View Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,978,076
Clients
45
Advisors
1
of 1 employees
About
Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm also works with pension and profit‑sharing plans and offers consulting support for retirement plan participants and employers.
The firm’s investment approach combines strategic, index‑based allocations with tactical overlays and explicit risk controls, using low‑cost ETFs alongside selectively chosen active and alternative vehicles. It implements portfolios through third‑party platforms and unaffiliated managers — including automated platforms and participant‑management tools — and uses tools such as rebalancing, stop‑loss techniques, and focused income or tax‑efficiency strategies.
Distinctive features called out in the brochure include an in‑house tax preparation practice (Boston Tax Planners) and multiple consumer‑facing service brands (for college funding, divorce finance, and retirement planning) together with listings on third‑party referral/rating services such as Paladin Registry. The firm also delivers employer and public educational workshops and provides pension consulting and participant account management for qualified plans, services that are statistically less common among peers in its category.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning projects range from $360 (evaluation meetings) up to $50,000 depending on scope and complexity; fixed-fee investment management bundled with planning services available with monthly fees ranging from $40 to $1,500+ depending on assets/net worth.
$0 - $20,000: Negotiated annual charge subject to $240 minimum $20,001 - $70,000: 1.75% $70,001 - $200,000: 1.50% $200,001 - $500,000: 1.20% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.60% $1,500,001 - $3,000,000: 0.45% $3,000,001+: Negotiable
Hourly rates range from $100 to $300 based on client income and net worth for financial planning and consulting services.
Account minimum: No minimum asset level required to open or maintain an investment advisory account; however, minimum fees may apply and are negotiated with the client. Minimum fee: Minimum fee subject to negotiation; for example, $240 minimum annual charge for accounts $0-$20,000 under Legacy Asset Management Schedule; monthly maintenance fee of $10 per account (max $30 per household) may apply but can be waived. Fee-only: Financial planning and consulting fees charged on hourly basis ($100 to $300 per hour), fixed fees (e.g., $360 for evaluation meetings, $1,000+ for strategy sessions), or fixed-fee projects based on income and net worth (0.5% to 2% of income; 0.10% to 0.50% of net worth). Fee-only basis, no commissions.
Main office
Amesbury MA
Advisors at this office
1
Most active in
Massachusetts · New Hampshire · Texas
Also doing business as
Boston Tax Planners · Clear View Wealth Advisors, LLC · College Cash Pro · Tax Wealth Network
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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