CLW Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CLW Financial Planning LLC is a state-registered, fee-only independent advisory firm that serves individuals, high-net-worth individuals, trusts, and small businesses. The firm provides discretionary investment management, comprehensive financial planning, and tax preparation and accounting services delivered through the firm.
The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing long‑term, diversified allocations implemented principally with passive asset-class mutual funds, ETFs, and conservative fixed income, and documented in a client-specific Investment Policy Statement. CLWFP monitors portfolios on an ongoing basis, may accept discretionary trading authority, and contracts with a third‑party provider for trade processing and certain sub‑advisory services.
The principal is a Certified Public Accountant and the firm integrates tax preparation and tax planning with financial planning services—offering a concierge option that bundles annual tax preparation with ongoing planning—which is an uncommon arrangement for independent advisers. As a solo practitioner managing a small client base and roughly $9.3 million in client assets, the firm’s continuity of operations is dependent on the principal; the brochure discloses there is no plan for business continuation in the event of the principal’s death.
Client services
Expertise
Fee options
Annual flat/fixed fees for financial planning range from $6,000 to $16,000; concierge annual flat/fixed fees include tax preparation and financial planning.
$0 - $1,000,000: 1.0% $1,000,000 - $2,000,000: 0.9% $2,000,000 - $4,000,000: 0.7% $4,000,000+: 0.5%
Hourly fees for non-annual services range from $250 to $350 per hour; tax preparation hourly rates range from $150 to $450.
Account minimum: No minimum net worth requirement Fee-only: Financial planning fees range from $6,000 to $16,000 annually; hourly fees from $250 to $350 per hour; concierge fees include integrated financial planning and tax preparation services.
Main office
Raleigh NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Clarsen Wieber Financial Coaching · Clarsen Wieber Financial Coaching LLC · Clw Financial Planning 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:
Accountant / CPA / tax prep
They offer tax and accounting services, 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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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.
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