Eustache Clerveaux
Fidare Wealth Solutions · New York, New York
Eustache Clerveaux is a fee-only financial advisor at Fidare Wealth Solutions in New York, New York, who holds the CFP credential. Eustache focuses on retirement planning, estate & legacy planning and tax planning. Fidare Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Fidare Wealth Solutions |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.2M across 37 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6780362 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fidarewealth.com |
| Profile |
How Eustache's firm compares
- Fidare Wealth Solutions's average account is about $383,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Eustache
Is Eustache Clerveaux a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eustache holds no broker registration, and Fidare Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eustache charge for financial advice?
Eustache's firm, Fidare Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eustache Clerveaux based?
Eustache Clerveaux is based in New York, New York.
What does Eustache specialize in?
Eustache's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Eustache Clerveaux hold?
Eustache Clerveaux holds the CFP credential.
Is Eustache Clerveaux registered with the SEC?
Yes. Eustache Clerveaux is registered as an investment adviser representative in NY (CRD 6780362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fidare Wealth Solutions manage?
Fidare Wealth Solutions reports $14.2M across 37 accounts in assets under management.
How do I contact Eustache Clerveaux?
Through Eustache's website, fidarewealth.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
- Fidare Wealth Solutions 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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