Clerestory Advisors, Inc logo

Clerestory Advisors, Inc

Updated today
Find your advisor

Client assets under management

$99,615,195

Clients

61

64% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

31

Low

Average account size

$1,633,036

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

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting ESG / Sustainable investing

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Fixed project fee of $3,000 to $5,000 for stand-alone financial plans, based on scope and complexity.

Percentage

$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)

Other

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 location

Clerestory Advisors, Inc

3001 Metro Drive, Suite 220

Bloomington MN 55425, United States

Number of offices

1

Most active in

More info

Minnesota

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 651-209-2610

Advisors at this firm

Scroll left Scroll right
user avatar

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.

General retirement planning Cash flow / budgeting ESG / Sustainable investing
user avatar

Elizabeth A

Series 65

Bloomington, MN

Clerestory Advisors, Inc

Elizabeth Alf is a financial advisor at Clerestory Advisors, Inc with nine years of industry experience. She holds a Series 65 designation and has worked at 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 uses diversified portfolios composed of stocks, bonds, mutual funds, and ETFs and offers an optional sustainability-focused portfolio with ESG screening alongside core funds.

General retirement planning Cash flow / budgeting ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")