Financial Planning.
On Your Terms.
At ClearVue Financial, we help individuals and families make informed decisions about budgeting, debt, savings, investments, retirement, insurance, taxes, and estate planning.
Whether you need guidance on a specific financial decision or an ongoing advisory relationship, our services can be tailored to your individual needs and financial goals.
Three Ways to Work With ClearVue
Each is designed to provide a different level of financial guidance, professional support, and ongoing involvement.
One-Time Financial Planning
Have a specific question or goal? Work with an advisor on an individual planning engagement without committing to an ongoing relationship.
- Focused advice for your specific needs
- Personalized recommendations
- No ongoing commitment
Pricing based on the scope of work.
Private Client Advisory
An ongoing financial planning relationship covering cash flow, debt, savings, investments, retirement, insurance, taxes, and estate planning.
- Unlimited planning and advisor questions
- Annual tax preparation included
- Discounted investment management fees
Starting at $65 per month
Reduced planning fees for clients with investments professionally managed by ClearVue.
Investment Management
Professional management of your investment portfolio, including investment selection, ongoing monitoring, and rebalancing.
- Portfolio construction and monitoring
- Ongoing rebalancing
- Available independently or with planning
0.80% annually
0.55% for Private Advisory Clients
How does Private Client Advisory Work?
Private Client Advisory offers comprehensive, ongoing financial planning with an annual retainer billed monthly. Clients receive personalized guidance and ongoing access to their advisor as their needs evolve.
For clients who also use ClearVue's investment management services, monthly planning fees may decrease as managed assets increase.
Private Client Advisory Pricing
| Assets Managed by ClearVue | Private Client Advisory Fee |
|---|---|
| $0–$99,999 | $65/month |
| $100,000–$249,999 | $50/month |
| $250,000–$499,999 | $30/month |
| $500,000+ | Included |
You do not need to have investment accounts with ClearVue to enroll in Private Client Advisory. Investment management is a service add-on and is billed separately based on assets directly under firm management.
No Commissions.
No Sales Pressure.
ClearVue is an independent, fee-only financial advisory firm. We are compensated directly by our clients, not through commission-based products.
Our goal is to help you understand your financial options, make informed decisions, and access professional guidance whenever you need it.
Whether you're just getting started or managing multiple financial priorities, we're here to help.
Let's Talk About Your Goals.
Not sure which service is right for you?
Schedule an introductory conversation. We'll discuss your goals, answer your questions, and help you determine whether a one-time plan, an ongoing advisory relationship, or investment management makes sense.