Clear and Simple Financial Group LLC

Overview

Clear and Simple Financial Group LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. The adviser does not identify as an active ESG investor, is not a capital allocator, and is not registered as a multi-state or pension consultant. The firm lists an affiliation with an insurance company, which aligns with its use of annuities among client investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices