Clera

Overview

Clera is an independent, privately owned registered investment adviser that serves individual and family clients. The firm is structured as a corporation with an individual owner and operates under a subscription-fee model rather than traditional AUM-based billing. Clera is registered with the SEC (registered in 2025) and focuses its advisory effort on financial planning and portfolio management for individuals and small businesses. The firm also produces periodicals or newsletters and runs educational seminars and workshops as part of its client outreach and service model. Clera does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices