# Elise Stevenson

> Elise Stevenson is a fee-only financial advisor at Clearvue Advisors in Milton, Massachusetts, who holds the CFP and MBA credentials. Elise charges a percentage of assets and focuses on retirement planning, pension planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/elise-stevenson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Clearvue Advisors
- **Based in:** Milton, Massachusetts
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $47.8M across 49 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Pension planning, Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 3032389 (https://adviserinfo.sec.gov/individual/summary/3032389)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (1998)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://clearvueadvisors.com

## Frequently asked questions

### Is Elise Stevenson a fee-only financial advisor?

Yes. Elise Stevenson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elise's firm.

### How does Elise charge for financial advice?

Elise charges a percentage of assets.

### Where is Elise Stevenson based?

Elise Stevenson is based in Milton, Massachusetts.

### What does Elise specialize in?

Elise's specialties include retirement planning, pension planning and divorce financial planning. Elise works with retirees, pre-retirees and mid-life transitions.

### What credentials does Elise Stevenson hold?

Elise Stevenson holds the CFP and MBA credentials.

### Is Elise Stevenson registered with the SEC?

Yes. Elise Stevenson is registered as an investment adviser representative in MA (CRD 3032389), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Clearvue Advisors manage?

Clearvue Advisors reports $47.8M across 49 accounts in assets under management.

### How do I contact Elise Stevenson?

Through Elise's website, clearvueadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47358): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://clearvueadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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