Firm
Clear Insight Wealth Management
Spokane, Washington
Fee-only
Clear Insight Wealth Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 19 employees and 368 individual clients, 56 of them high net worth.
- Its average account is about $83,000 (assets it manages divided by its 1,228 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the Washington median of $4,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Spokane, Washington |
|---|---|
| Website | myciwm.com |
| [email protected] | |
| Phone | (509) 847-4079 |
Clear Insight Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Financial planning starts at $300 per month for individuals." source
"Investment management is offered at 1% of assets under management annually." source
"We charge 1% of assets under management annually with no additional commissions." source
"Financial planning starts at $300 per month for individuals." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 312 |
| High-net-worth clients | 56 |
| Accounts managed | 1,228 |
| Employees | 19 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-128361) |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 327176 |