Clairwell Financial Planning LLC
RIASEC Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$195K
Accounts
36
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328505
- Website
- clairwellfp.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.96%
- Individuals20.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Clairwell Financial Planning LLC is an independent, owner-operated RIA that serves individual and family clients. The firm combines traditional financial planning and portfolio management for individuals and small businesses with the ability to select outside advisers and external managers. It charges a mix of percentage-of-AUM, hourly, and fixed fees and identifies itself as an active ESG investor. Clairwell functions as a capital allocator within client portfolios rather than relying solely on in-house product solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Bridget Borel
Founder and CEOCRD 7546801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations