Clearvue Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ClearVue Financial provides comprehensive financial planning and discretionary investment management to working individuals and small businesses, along with educational resources and a monthly newsletter. Services described in the brochure include budgeting and debt planning, retirement and estate planning, investment policy development, workplace retirement plan advice, and referral or facilitation of tax-preparation services through an affiliated tax-preparation entity.
The firm constructs individualized investment policy statements and manages diversified portfolios using low-cost mutual funds and exchange-traded funds, employing both passive and active strategies where appropriate. Investment accounts are managed on a discretionary basis, reviewed at least quarterly, and are implemented through a single third‑party trading and custody platform under a bundled wrap-fee arrangement that includes trading, reporting, and tax‑management components.
Noteworthy features for a firm of this type include sponsoring a wrap-fee program that bundles transaction costs with advisory services — a structure that is uncommon among independent advisers — and the availability of tax-preparation services via a separate affiliated entity. The brochure also highlights complimentary educational offerings and a pro-bono entry-level planning tier, as well as operational limits tied to the securities and services available on the chosen custodial platform.
Client services
Expertise
Fee options
One-time planning fee of $99; ongoing planning fee of $45 per month for Premier Planning
$0+: 0.80% annually $0+: 0.55% annually for Premier Planning clients (0.25% discount)
Hourly fees for one-time planning services range from $65 to $85 per hour
Fee-only: Financial planning fees: $99 one-time for Essential Planning, $45/month for Premier Planning, Hourly fees $65 to $85 per hour for One-time Planning
Main office
Alexandria VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Clearvue Financial · Clearvue Financial Planning · Clearvue Financial Planning, LLC · Clearvue Financial, 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 active or affiliated with:
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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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.
Forms ADV
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