A complete list of active advisors currently associated with Clearvue Advisors LLC

Warmer can help you find a great advisor at Clearvue Advisors LLC or one who fits your needs even better.

Clearvue Advisors is a registered, fee-only investment adviser that provides financial planning, consulting, and investment management to individuals as well as institutional and trust/estate clients. The firm offers tailored planning and portfolio management services across retirement, tax, cash flow, and estate topics common to individual clients. Investment decisions are guided primarily by fundamental analysis and a long-term, asset-allocation framework, with portfolios implemented mainly through mutual funds, ETFs and individual debt securities and, when appropriate, through unaffiliated independent managers. Clearvue typically establishes an investment policy with clients and provides ongoing discretionary oversight, and it acts as a fiduciary when advising on retirement accounts. What is distinctive is the firm’s scale and service mix: it manages roughly $48 million on behalf of a very small client roster and supplements AUM-based advisory services with one-time comprehensive planning, hourly engagements, and ongoing fixed-fee planning options. The firm operates as a small, owner-run adviser without broker or product affiliations, does not accept transaction-based compensation, does not vote client proxies, and discloses that it receives institutional platform services from its recommended custodian — a potential source of conflict the brochure describes and monitors.

To learn more about the advisors currently working at Clearvue Advisors 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.

Name	Location	Years of experience
Elise Stevenson	Milton, MA	21

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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