Edward Nelson
Clear Trace · Pewee Valley, Kentucky
Edward Nelson is a fee-only financial advisor at Clear Trace in Pewee Valley, Kentucky, who holds the ChFC credential. Clear Trace reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clear Trace |
|---|---|
| Based in | Pewee Valley, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.9M across 102 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IN, KY · CRD 4700569 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ednelson.net |
How Edward's firm compares
- Clear Trace's average account is about $215,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Edward
Is Edward Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Clear Trace 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's firm, Clear Trace, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Nelson based?
Edward Nelson is based in Pewee Valley, Kentucky.
What credentials does Edward Nelson hold?
Edward Nelson holds the ChFC credential.
Is Edward Nelson registered with the SEC?
Yes. Edward Nelson is registered as an investment adviser representative in IN and KY (CRD 4700569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clear Trace manage?
Clear Trace reports $21.9M across 102 accounts in assets under management.
How do I contact Edward Nelson?
Through Edward's website, www.ednelson.net.
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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