Clear Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clear Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and small businesses, and it also offers consulting services for employer retirement plans such as 401(k) and profit-sharing plans. The firm reports managing roughly $101.8 million for about 132 clients and delivers ongoing portfolio oversight and periodic financial-plan reviews.
Its investment approach combines fundamental analysis with active management, core-plus-satellite construction, and elements of modern portfolio theory, favoring globally diversified, tax-efficient, low-cost mutual funds and ETFs while incorporating individual stocks and bonds when appropriate. Portfolios are managed on a discretionary basis with at least quarterly reviews, and the firm produces its own quarterly performance reports using time-weighted and internal rate of return methods.
Noteworthy aspects relative to peers include a defined practice of retirement-plan consulting that covers mutual fund menu development and quarterly monitoring, along with the firm’s offering of educational seminars or workshops. The firm routes client custody through a single recommended provider and discloses receipt of support services from that custodian; it does not vote client proxies, leaving voting decisions to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
$250 per hour for consulting services
Main office
Lynnwood WA
Advisors at this office
2
Most active in
New York · Texas · Washington
Also doing business as
Clear Wealth Management · Clear Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Christopher T
CFP®, Series 63, Series 66
Lynnwood, WA
Clear Wealth Management
Christopher Teofilak is a CFP® professional with 16 years of industry experience. He has worked at Clear Wealth Management, LLC since 2017, following roles at Index Fund Wealth Management, LLC and Northwest Asset Management. He holds Series 63 and Series 66 licenses. Clear Wealth Management provides discretionary investment management and retirement plan consulting to individuals, high-net-worth clients, and small businesses. The firm utilizes a globally diversified, tax-efficient investment approach combining active management and modern portfolio theory, with ongoing portfolio oversight and educational seminars.
Matthew W
Series 65, Series 66
Lynnwood, WA
Clear Wealth Management
Matthew Wilkinson is a financial advisor at Clear Wealth Management with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Clear Wealth Management since 2017, following an 11-year tenure at Arbor Capital Management Corp. Clear Wealth Management serves individual clients, including high-net-worth households, and small businesses, providing discretionary investment management and business consulting for employer retirement plans. The firm employs a mix of investment strategies guided by fundamental analysis and offers educational seminars related to its retirement-plan consulting services.
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