Clear View Wealth Advisors, LLC
Amesbury, Massachusetts
Clear View Wealth Advisors, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 45 individual clients, 2 of them high net worth.
- Its average account is about $525,000 (assets it manages divided by its 46 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Massachusetts median of $5,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Amesbury, Massachusetts |
|---|---|
| Website | clearviewwealthadvisors.com |
| [email protected] | |
| Phone | (978) 388-0020 |
Questions about Clear View Wealth Advisors, LLC
How much does Clear View Wealth Advisors, LLC charge?
Clear View Wealth Advisors, LLC publishes these prices: ongoing planning: from $2,400 a year; one-time plan: from $800. We found this on its website, checked October 28, 2026.
How is Clear View Wealth Advisors, LLC paid?
Clear View Wealth Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Clear View Wealth Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Clear View Wealth Advisors, LLC.
What is the average account at Clear View Wealth Advisors, LLC?
Clear View Wealth Advisors, LLC's average account is about $525,000. That's the assets on its Form ADV divided by its 46 accounts.
What does Clear View Wealth Advisors, LLC specialize in?
Clear View Wealth Advisors, LLC's advisors and website list tax planning, retirement planning, estate & legacy planning and equity compensation.
Does Clear View Wealth Advisors, LLC work with clients virtually?
Yes. Clear View Wealth Advisors, LLC's website says it works with clients virtually.
Clear View Wealth Advisors, LLC 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 $2,400 a year |
|---|---|
| One-time plan | From $800 |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Starts at $2,400/year" source
"Strategy Sessions: Starting at $800" source
"You can choose from an hourly rate, fixed-fee or asset-based rate." source
"You can choose from an hourly rate, fixed-fee or asset-based rate." 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 | $24 million |
| Individual clients | 43 |
| High-net-worth clients | 2 |
| Accounts managed | 46 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 154094 |
Advisors at this firm (1)
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