ClearView Wealth Advisors

Wealth Management Firm in Ellicott City, MD

Firm Info
Address: 6021 University Blvd Suite 255, Ellicott City, MD 21043, USA
Phone: (443) 973-5201

Firm Size
Assets Under Management: $217.6 million
# of Advisors: 4
# of Clients: 1,090
Client to Advisor Ratio: 273:1
Average Account Size: $199,608
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Clearview Wealth Advisors, LLC Overview

Clearview Wealth Advisors, LLC is a fee-only registered investment advisory firm, headquartered in Salem, OR. Since 2019, the firm has provided comprehensive investment advice and financial planning services to individuals, small businesses, and other advisors. As a fee-only firm, Clearview Wealth Advisors charges a transparent and straightforward fee for their services, without any hidden commissions or sales charges. The firm's services include financial planning, which consists of a comprehensive analysis of each client's financial situation, including their current financial status, future goals, and risk tolerance. Clearview Wealth Advisors also provides portfolio management services for individuals and small businesses, tailoring investment portfolios around their clients' unique objectives. In addition, Clearview Wealth Advisors offers consulting services, including the selection and evaluation of other advisors, to ensure clients receive the best possible guidance and outcomes. The firm's investment advisory services focus on delivering objective and unbiased advice, designed to assist their clients in achieving their financial goals efficiently. At Clearview Wealth Advisors, the client's success is our primary focus.

CLEARVIEW WEALTH ADVISORS, LLC caters to a wide range of clients with different investment needs. Their broad clientele includes individuals, high net worth individuals, charitable organizations, and other types of corporations, making their services accessible to all. These clients can benefit from customized financial advice, investment strategies, and asset management services that align with their goals and objectives. When it comes to fees, CLEARVIEW WEALTH ADVISORS, LLC provides various structures based on the services requested. Clients may select from percentage of assets under management (AUM), hourly fees, or fixed fees. The percentage of AUM fee structure ties the advisory fees to the size of the client’s portfolio. This means that the larger the portfolio value, the higher the advisory fees. Hourly fees, on the other hand, are calculated based on the number of hours spent by the advisor. Fixed fees, meanwhile, provide clients with a clear and defined cost for the financial services they receive regardless of the portfolio size or the time spent by the advisor. Whatever fee structure clients select, CLEARVIEW WEALTH ADVISORS, LLC ensures that it is transparent, ethical, and aligned with the clients' goals.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Clearview Wealth Advisors, LLC's Part 2 Brochure, there are no minimum account requirements for participation in their wrap fee program. Additionally, their portfolio managers do not impose minimum investment requirements for client participation. Therefore, Clearview Wealth Advisors, LLC does not have an investment minimum mentioned in their Part 2 Brochure.

How This Office Can Help Ellicott City, MD Residents

ClearView Wealth Advisors is a financial advisory firm located in Ellicott City, MD. Their team of experienced professionals is dedicated to helping clients achieve their financial goals. They offer a range of services that include strategic asset allocation, retirement planning, tax planning, estate planning, and investment management. Ellicott City is home to many affluent families and individuals who may be facing unique financial challenges. With rising costs of living and high tax rates, it can be difficult to build and preserve wealth. ClearView Wealth Advisors works with clients to develop personalized financial plans that can help them navigate these challenges. They provide guidance on how to optimize retirement savings, minimize tax liabilities, establish effective estate plans, and make sound investment decisions. With their expertise in financial planning and investment management, ClearView Wealth Advisors is well-equipped to help clients achieve financial success and peace of mind.

To view the Minimum Investment and Fee Schedule for Clearview Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Clearview Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Clearview Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6021 University Blvd Suite 255, Ellicott City, MD 21043, USA
Phone (443) 973-5201
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 670 HAWTHORNE AVE SE, STE 250, SALEM, OR 97301, United States

This firm has no other locations.

State Registrations

Clearview Wealth Advisors, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Idaho
  • Oregon
  • Texas
  • Washington

Disciplinary History

Clearview Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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