Clairwell Financial Planning LLC

Overview

Clairwell Financial Planning LLC operates as a small, independent registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and serves as a selector of third‑party advisers. As a capital allocator, it combines direct portfolio management with the ability to place client capital into externally managed strategies when appropriate. Clairwell reports being an active ESG investor, which suggests ESG criteria influence manager selection and portfolio construction for clients who prioritize sustainable or social impact objectives. The firm’s fee schedule is flexible: it charges percentage‑of‑AUM fees alongside hourly and fixed fees for planning work. That mix supports both ongoing discretionary portfolio relationships and episodic planning engagements. Given its independence and small scale, Clairwell appears positioned to deliver customized advice and to outsource specialized exposures to external managers when needed rather than building large in‑house investment platforms.

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Location & Offices