A complete list of active advisors currently associated with Clear Waters Financial Network LLC

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

Clear Waters Financial Network LLC is a fee-only advisory firm that provides comprehensive financial planning and portfolio management primarily to individual clients (the firm’s client base does not include high‑net‑worth individuals) and, on occasion, small businesses and non‑profits. The firm also describes serving clients undergoing divorce and may perform related financial forensics as part of planning engagements, and offers educational seminars and written materials for client education. The firm generally prefers to manage accounts on a discretionary basis and asks clients to grant trading authority to implement its recommendations in a timely manner. Investment decisions draw on both fundamental and technical analysis, with portfolios typically diversified across stocks, bonds, ETFs and mutual funds and occasional use of covered options for hedging; the firm also applies explicit concentration limits for non‑diversified and diversified products. Compared with many peers, Clear Waters operates at a small scale — it manages roughly $20 million in discretionary assets for a limited number of clients — and is run by a single registered advisor who combines formal financial planning credentials with an interdisciplinary background in environmental science and consulting. The firm requires Charles Schwab as custodian for its portfolio management clients, operates as a fee‑only practice with no insurance commissions, and maintains written financial planning deliverables with periodic (typically annual) reviews.

To learn more about the advisors currently working at Clear Waters Financial Network 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.