Treven Ayers
Clearview Wealth Management · Charlotte, North Carolina
Treven Ayers is a fee-only financial advisor at Clearview Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Clearview Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Clearview Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $182.4M across 510 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC · CRD 2405905 |
| Exams passed | Series 63 (1994) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.clearviewwealthmgmt.com |
How Treven's firm compares
- Clearview Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 510 accounts).
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Questions about Treven
Is Treven Ayers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Treven holds no broker registration, and Clearview Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Treven charge for financial advice?
Treven's firm, Clearview Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Treven Ayers based?
Treven Ayers is based in Charlotte, North Carolina.
What credentials does Treven Ayers hold?
Treven Ayers holds the CFP credential.
Is Treven Ayers registered with the SEC?
Yes. Treven Ayers is registered as an investment adviser representative in NC and SC (CRD 2405905), 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 Clearview Wealth Management manage?
Clearview Wealth Management reports $182.4M across 510 accounts in assets under management.
How do I contact Treven Ayers?
Through Treven's website, www.clearviewwealthmgmt.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
- 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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