Clearview Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$163,916,904
Clients
339
Advisors
2
of 3 employees
About
Clearview Wealth Management serves individual clients (including high‑net‑worth households), trustees, and retirement plan sponsors with a mix of financial planning, investment management, and retirement plan consulting. The firm provides portfolio management for individuals and may implement a broad set of investment vehicles, including mutual funds, ETFs, annuities, and alternatives, and also offers tax preparation services exclusively to its existing clients.
Advisors develop tailored plans and portfolios on a client‑by‑client basis, using tools such as Monte Carlo analysis, modern portfolio theory, and a blend of quantitative, fundamental, and technical analysis; managers typically have discretionary authority and review managed accounts on trading days. The firm also uses third‑party/independent managers where appropriate and documents plans and annual reviews through client reports and a secure portal.
Compared with many peers, Clearview discloses that its advisors are licensed to sell insurance and may act as insurance agents, receiving commissions (noted as a small and declining portion of income), and the firm explicitly allows implementation of insurance and annuity strategies outside the advisory engagement. It also recently completed an ownership transition in 2026 and offers tax preparation and retirement‑plan consulting as part of its client services, which are less common features among similar supported advisors.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and tax preparation ranging from $300 to $10,000 depending on service scope
$0 - $100,000: 2.25% $100,001 - $250,000: 2.00% $250,001 - $1,000,000: 1.85% $1,000,001 - $2,000,000: 1.70% Over $2,000,000+: 1.50%
Advisors may receive commissions as insurance agents separately from Clearview advisory fees
Hourly fees for financial planning not to exceed $500/hour
Minimum fee: Financial planning fees typically range from $600 to $10,000 per year; retirement plan consulting minimum fee $3,000 per year Fee-only: Financial planning fixed fees from $600 to $10,000 per year; hourly fees not to exceed $500/hour; tax preparation fees from $300 to $6,000; retirement plan consulting fixed fees $3,000 to $60,000 per year
Main office
4 Venture, Suite 120
Irvine CA 92618
Advisors at this office
2
Most active in
Arizona · California · Florida · Ohio · Texas · Washington
Also doing business as
Clearview Financial Planning Group · Clearview Wealth Management · Clearview Wealth Management, LLC · Him Clearview Financial Planning Group · Mark David Phillips · Phillips, Mark David
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Eric F
CFP®, Series 66
Irvine, CA
Clearview Wealth Management
Eric Figarsky is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Clearview Wealth Management since 2018 and previously spent nine years at Commonwealth Financial Network. Figarsky also engages in fixed insurance sales under the name Clearview Financial Planning Group. Clearview Wealth Management serves individual clients, trustees, and retirement plan sponsors with financial planning, investment management, and retirement plan consulting. The firm employs a range of investment strategies and vehicles, offers tax preparation services to existing clients, and uses both discretionary management and third-party managers as part of its approach.
Nicholas B
CFP®, Series 66
Irvine, CA
Clearview Wealth Management
Nicholas Bautista is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Clearview Wealth Management since 2018 and previously worked at Bare Financial and Commonwealth Financial Network. Bautista is also the founder and CEO of a nonprofit organization that promotes free play soccer for adolescents. Clearview Wealth Management serves individual clients, trustees, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm uses a variety of investment vehicles and analysis tools to tailor plans and portfolios, and also offers tax preparation services exclusively to its clients.
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