Edward Anderson III
ClearVue Financial · Alexandria, Virginia
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).
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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 |
| Assets under management | $1.9M across 27 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5578116 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clearvuefinancial.com |
How Edward's firm compares
- Ongoing planning starts at $780 a year, below the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $175, below the Virginia median of $1,500 for fee-only firms that publish prices.
- ClearVue Financial's average account is about $69,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Edward
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.
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
- ClearVue Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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