Firm
CLEAR Retirement Advice
San Mateo, California
Fee-only
CLEAR Retirement Advice at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 56 individual clients, 47 of them high net worth.
- Its average account is about $704,000 (assets it manages divided by its 218 accounts).
- Its ongoing planning fee starts at $6,200 a year, in line with the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Mateo, California |
|---|---|
| Website | clearretirementadvice.com |
| [email protected] | |
| Phone | (650) 446-5440 |
CLEAR Retirement Advice 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 $6,200 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Straightforward guidance for a complete solution for $6,200 per year." source
"Straightforward guidance for a complete solution for $6,200 per year." 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 | Fixed fees |
|---|---|
| Assets managed | $153 million |
| Individual clients | 9 |
| High-net-worth clients | 47 |
| Accounts managed | 218 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-132499) |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 292667 |