CLEARVIEW FINANCIAL PLANNING, INC.

Overview

Clearview Financial Planning, Inc. is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves a small number of relatively large clients—both individuals/families and some institutional relationships—and delivers financial planning and portfolio management services, primarily for individuals and small businesses. Its fee model is flexible, combining a percentage-of-AUM charge with hourly and fixed-fee engagements, which supports both ongoing discretionary portfolio relationships and standalone planning work. Investment activity is concentrated in pooled public funds rather than direct security selection or proprietary funds. The firm is not a capital allocator and does not advertise active ESG investing. Most assets are managed on a discretionary basis, which suggests the team oversees asset allocation and manager selection for clients rather than acting primarily as a referral or passive planner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices