Planning Solutions
ClearVue offers several ways to work together, depending on the complexity of your financial situation and the level of ongoing support you need. Fees are discussed before work begins and are based on the scope of the engagement.
Pricing & Engagements
For clients with a specific financial question or planning need, such as retirement planning, education funding, insurance analysis, debt strategy, or estate planning.
Starting at $175.00
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For clients who value continued access, regular planning updates, investment oversight, and coordination as financial decisions arise throughout the year.
Starting at $65 monthly
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Portfolio design, implementation, monitoring, and rebalancing tailored to your goals, required return, risk profile, and broader financial plan.
AUM fee starting at 0.80% annually
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Tax preparation and planning are available to select clients and may also be integrated into broader advisory relationships. Fees vary by scope.
Fees vary by complexity
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A Note About Fit
ClearVue maintains a focused client base so each relationship receives the appropriate time and attention. Introductory conversations are designed to determine whether your needs, expectations, and the firm’s approach are well aligned.
Frequently Asked Questions
Still have questions? Check our FAQs or schedule an appointment to discuss.
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No. Planning services are available whether or not ClearVue manages your investments.
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ClearVue does not publicly require a minimum account size. Relationships are evaluated based on fit, needs, and complexity.
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Ongoing planning, regular reviews, tax planning and preparation, and access for financial questions as needs evolve.
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Yes. One-time planning is available for specific financial questions or decisions.
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Standard individual tax preparation is included with Private Client Advisory. Other clients pay a flat preparation fee, with additional charges for added complexity.
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Investment management fees are based on assets managed by ClearVue and billed as a percentage of assets under management.
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We will review the added scope with you and discuss any fee changes before moving forward.
Get Started with ClearVue
Introductory conversations are informational and focused on mutual fit.