Elise Stevenson
Clearvue Advisors · Milton, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Clearvue Advisors |
|---|---|
| Based in | Milton, Massachusetts |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $47.8M across 49 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MA · CRD 3032389 |
| Exams passed | Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | clearvueadvisors.com |
How Elise's firm compares
- Clearvue Advisors's average account is about $976,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Elise
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Clearvue Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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