CLEAR POINT ADVISORS, INC.

Overview

Clear Point Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered since 1998. The firm serves both individual/family and institutional clients, charging typical advisory fees based on a percentage of assets under management and offering hourly consulting as well. Core service lines listed include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm is not flagged as an active ESG investor and is structured to serve a single-state footprint per its snapshot data. Clear Point does not operate as a capital allocator; its model appears to be a traditional advisor selecting third-party investment vehicles and managers rather than running an in-house fund-of-funds platform. That positioning—and the mix of fee and hourly engagement options—suggests a focus on customized planning and portfolio construction for higher-net-worth households alongside select institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives