CLW Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 297244
- Website
- www.clwfinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.35%
- Individuals18.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
CLW Financial Planning LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm combines accounting services with financial planning and portfolio management for individual and small-business clients. Its fee model includes a mix of AUM-based charges, hourly fees, and fixed fees. CLW is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and does not operate as a multi-state adviser per the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities9%
- US Government Bonds8%
- Other7%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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