A complete list of active advisors currently associated with Clear Wealth Management

Warmer can help you find a great advisor at Clear Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Clear Wealth Management, 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.