# Eric Rosenfeld

> Eric Rosenfeld is a fee-only financial advisor at Clear Capital Management in Doylestown, Pennsylvania. Clear Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Clear Capital Management
- **Based in:** Doylestown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $61.3M across 250 accounts
- **CRD:** 6025729 (https://adviserinfo.sec.gov/individual/summary/6025729)
- **SEC registration:** Investment adviser representative in NY, PA, TX, VA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.clearcapitalmanagement.com

## Frequently asked questions

### Is Eric Rosenfeld a fee-only financial advisor?

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

### How does Eric charge for financial advice?

Eric's firm, Clear Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Eric Rosenfeld based?

Eric Rosenfeld is based in Doylestown, Pennsylvania.

### Is Eric Rosenfeld registered with the SEC?

Yes. Eric Rosenfeld is registered as an investment adviser representative in NY, PA, TX and VA (CRD 6025729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clear Capital Management manage?

Clear Capital Management reports $61.3M across 250 accounts in assets under management.

### How do I contact Eric Rosenfeld?

Through Eric's website, www.clearcapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6025729): 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://clearcapitalmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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