Steven Stanganelli
Clear View Wealth Advisors, LLC · Amesbury, Massachusetts
Steven Stanganelli is a fee-only financial advisor at Clear View Wealth Advisors, LLC in Amesbury, Massachusetts, who holds the AEP, CFP and CRPC credentials. Steven charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $800) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Physicians
- High earners
- Pre-retirees
- Retirees
- Real estate investors
Facts
| Firm | Clear View Wealth Advisors, LLC |
|---|---|
| Based in | Amesbury, Massachusetts |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $800 |
| Works virtually | Yes |
| Assets under management | $24.1M across 46 accounts |
| Credentials | AEP · CFP · CRPC · MS |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 3217444 |
| Exams passed | Series 65 (1999) · Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | clearviewwealthadvisors.com |
| Profile |
How Steven's firm compares
- Ongoing planning starts at $2,400 a year, below the Massachusetts median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $800, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Clear View Wealth Advisors, LLC's average account is about $525,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Steven
Is Steven Stanganelli a fee-only financial advisor?
Yes. Steven Stanganelli is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.
How does Steven charge for financial advice?
Steven charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Steven charge?
According to Clear View Wealth Advisors, LLC's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $800.
Does Steven work with clients virtually?
Yes. Clear View Wealth Advisors, LLC says on its website that it works with clients remotely.
Where is Steven Stanganelli based?
Steven Stanganelli is based in Amesbury, Massachusetts.
What does Steven specialize in?
Steven's specialties include tax planning, retirement planning, estate & legacy planning, equity compensation, founders (pre-exit) and real estate investors. Steven works with founders, physicians, high earners, pre-retirees and retirees.
What credentials does Steven Stanganelli hold?
Steven Stanganelli holds the AEP, CFP, CRPC and MS credentials.
Is Steven Stanganelli registered with the SEC?
Yes. Steven Stanganelli is registered as an investment adviser representative in MA, NH and TX (CRD 3217444), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Clear View Wealth Advisors, LLC manage?
Clear View Wealth Advisors, LLC reports $24.1M across 46 accounts in assets under management.
How do I contact Steven Stanganelli?
Through Steven's website, clearviewwealthadvisors.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
- Clear View Wealth Advisors, LLC 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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