A complete list of active advisors currently associated with Clerestory Advisors, Inc

Warmer can help you find a great advisor at Clerestory Advisors, Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Clerestory Advisors, Inc, 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.