Christopher Teofilak
Clear Wealth Management · Lynnwood, Washington
Christopher Teofilak is a fee-only financial advisor at Clear Wealth Management in Lynnwood, Washington, who holds the CFP credential. Clear Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Clear Wealth Management |
|---|---|
| Based in | Lynnwood, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $101.8M across 348 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX, WA · CRD 5042836 |
| Exams passed | Series 63 (2006) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.clearwealthmgmt.com |
How Christopher's firm compares
- Clear Wealth Management's average account is about $292,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Christopher
Is Christopher Teofilak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Clear Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Clear Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Christopher Teofilak based?
Christopher Teofilak is based in Lynnwood, Washington.
What credentials does Christopher Teofilak hold?
Christopher Teofilak holds the CFP credential.
Is Christopher Teofilak registered with the SEC?
Yes. Christopher Teofilak is registered as an investment adviser representative in NY, TX and WA (CRD 5042836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clear Wealth Management manage?
Clear Wealth Management reports $101.8M across 348 accounts in assets under management.
How do I contact Christopher Teofilak?
Through Christopher's website, www.clearwealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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