# Edward Anderson III

> Edward Anderson III is a fee-only financial advisor at ClearVue Financial in Alexandria, Virginia, who holds the CFP credential. Edward charges a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $780 a year and one-time plans from $175).

Page: https://find.wellspent.co/advisors/edward-anderson-iii/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ClearVue Financial
- **Based in:** Alexandria, Virginia
- **Fee model:** One-time planning fee; Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $780 a year; one-time plans from $175; 0.8% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.9M across 27 accounts
- **Credentials:** CFP
- **CRD:** 5578116 (https://adviserinfo.sec.gov/individual/summary/5578116)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.clearvuefinancial.com/

## Frequently asked questions

### Is Edward Anderson III a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and ClearVue Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edward charge for financial advice?

Edward charges a one-time planning fee, an ongoing planning fee and a percentage of assets.

### How much does Edward charge?

According to ClearVue Financial's website, checked October 30, 2026: ongoing planning from $780 a year; one-time plans from $175; 0.8% a year on the first tier of assets managed.

### Where is Edward Anderson III based?

Edward Anderson III is based in Alexandria, Virginia.

### What credentials does Edward Anderson III hold?

Edward Anderson III holds the CFP credential.

### Is Edward Anderson III registered with the SEC?

Yes. Edward Anderson III is registered as an investment adviser representative in VA (CRD 5578116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ClearVue Financial manage?

ClearVue Financial reports $1.9M across 27 accounts in assets under management.

### How do I contact Edward Anderson III?

Through Edward's website, www.clearvuefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5578116): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.clearvuefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.