Clearview Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,585,747
Clients
15
Advisors
1
of 1 employees
About
Clearview Financial Planning, Inc. is a solo independent advisory firm that manages roughly $38 million for about 15 clients. It provides ongoing portfolio management and financial planning services, preparing individualized Investment Policy Statements and offering both discretionary and non‑discretionary portfolio management across equities, ETFs, fixed income, real estate funds, commodities and select non‑U.S. securities.
The firm tailors portfolios through an initial interview and written IPS, may use model allocations, and typically reviews accounts quarterly with reporting delivered by the custodian; financial planning engagements are generally delivered as a one‑time plan. Its investment process blends multiple analysis methods — charting, cyclical, fundamental, quantitative, modern portfolio theory and technical analysis — and employs both long‑term trading and short‑sale strategies, which carry additional market risk.
Noteworthy distinctions include its explicit service to corporate/business clients and charitable organizations in addition to individuals and high‑net‑worth clients, a client mix that is uncommon among similar independent solo advisers. The firm manages client assets in‑house rather than selecting third‑party managers and requires use of Schwab Institutional custody, disclosing access to Schwab institutional research and related soft‑dollar benefits that can influence research and execution practices.
Client services
Expertise
Fee options
Fixed financial planning fees between $1,000 and $3,500
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.75%
$200 per hour for financial planning services
Fee-only: Fixed fees for financial planning between $1,000 and $3,500; Hourly fees at $200/hour; Fees are negotiable
Main office
51020 Main Road
Southold NY 11971
Advisors at this office
1
Most active in
Louisiana · New York
Also doing business as
Clearview Financial Planning Corp · Clearview Financial Planning, Inc.
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.
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