Clear And Simple Financial Group LLC

Overview

Clear And Simple Financial Group LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, and bills clients through a mix of percentage-of-AUM fees, hourly charges and fixed fees. It operates under an individual-owner structure and lists an insurance company affiliation, suggesting insurance products are part of its distribution or service network. Filings indicate the adviser is not an active ESG investor and is not positioned as a multi-state or pension consultant. The firm does not act as a capital allocator to outside managers; its business activity centers on direct advisory and planning relationships with retail clients.

Assets & Accounts

Public Holdings

Investments & Alternatives