Clear Trace

Clear Trace at a glance

• One of 65 fee-only firms based in Kentucky in the Wellspent graph.
• 1 advisor is listed here, who holds the ChFC.
• Its Form ADV reports 1 employee and 51 individual clients, 12 of them high net worth.
• Its average account is about $215,000 (assets it manages divided by its 102 accounts).

Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky

Facts

Clear Trace fees

Clear Trace doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Edward Nelson

  ChFC