Jeffrey Wesnofske
Clear Capital Management · Doylestown, Pennsylvania
Jeffrey Wesnofske 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.
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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 |
| Assets under management | $61.3M across 250 accounts |
| SEC registration | Investment adviser representative in CA, CO, MD, NJ, NY, PA, TX, VA, WA · CRD 4634984 |
| Exams passed | Series 65 (2014) · Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.clearcapitalmanagement.com |
How Jeffrey's firm compares
- Clear Capital Management's average account is about $245,000, from its Form ADV (assets managed divided by 250 accounts).
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Questions about Jeffrey
Is Jeffrey Wesnofske a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Clear Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Wesnofske based?
Jeffrey Wesnofske is based in Doylestown, Pennsylvania.
Is Jeffrey Wesnofske registered with the SEC?
Yes. Jeffrey Wesnofske is registered as an investment adviser representative in CA, CO, MD, NJ, NY, PA, TX, VA and WA (CRD 4634984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Clear Capital Management manage?
Clear Capital Management reports $61.3M across 250 accounts in assets under management.
How do I contact Jeffrey Wesnofske?
Through Jeffrey's website, www.clearcapitalmanagement.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
- Clear Capital Management 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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