Clerestory Advisors, Inc
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About
Clerestory Advisors provides personalized financial planning and discretionary investment management primarily to individual clients, high-net-worth individuals, and trusts and estates. The firm operates as a fee-only adviser and reports managing approximately $99.6 million on a discretionary basis.
Clerestory typically implements diversified portfolios composed of stocks, bonds, mutual funds, and ETFs and offers an optional sustainability-focused portfolio that uses ESG screening alongside core funds. The firm accepts limited power of attorney for trading, conducts periodic account reviews, and uses an independent qualified custodian for trade execution and reporting.
What is distinctive about Clerestory is its fee design and marketing practices: it does not rely on percentage-of-assets fees and instead uses negotiated flat annual and project fees, and it uses client testimonials in its advertising, a practice uncommon among supported advisers. The firm is a small two-advisor practice that is strictly fee-only (no commissions or referral fees) and explicitly discloses limitations of its sustainable portfolio option, noting it may only be suitable for a portion of client assets.
Client services
Expertise
Fee options
Fixed project fee of $3,000 to $5,000 for stand-alone financial plans, based on scope and complexity.
$1 - $1,000,000: Up to $10,000 annually (flat fee range) $1,000,000 - $2,999,999: $8,000 to $20,000 annually (flat fee range) $3,000,000 - $5,000,000: $14,000 to $35,000 annually (flat fee range) Over $5 million+: Minimum $30,000 annually (flat fee)
Minimum fee: Negotiable flat annual fee, with ranges based on investable assets and planning complexity Fee-only: Yes, strictly fee-only; no commissions or commissions accepted.
Main office
3001 Metro Drive, Suite 220
Bloomington MN 55425
Advisors at this office
2
Most active in
Minnesota
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.
Forms ADV
Advisors at this firm
Joseph L
CFP®
Bloomington, MN
Clerestory Advisors, Inc
Joseph Limond is a CFP® professional with five years of industry experience. He has worked at Clerestory Advisors, Inc. since 2022 and previously held positions at Mitchell Clark & Company and The Family Firm. He spent several years engaged in extended travel from 2017 to 2020. Clerestory Advisors is a fee-only firm serving individual clients, high-net-worth individuals, and trusts and estates with personalized financial planning and discretionary investment management. The firm employs diversified portfolios including an optional sustainability-focused strategy and uses negotiated flat fees rather than percentage-of-assets fees.
Elizabeth A
Series 65
Bloomington, MN
Clerestory Advisors, Inc
Elizabeth Alf is a financial advisor at Clerestory Advisors, Inc with 10 years of industry experience. She holds a Series 65 designation and has been with Clerestory Advisors since 2015. Clerestory Advisors provides personalized financial planning and discretionary investment management primarily to individual clients, high-net-worth individuals, and trusts and estates. The firm employs diversified portfolios including stocks, bonds, mutual funds, and ETFs, offers an optional sustainability-focused portfolio with ESG screening, and uses negotiated flat annual and project fees rather than percentage-of-assets fees.
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