Firm
Clearview Financial, Inc.
San Diego, California
Fee-only
Clearview Financial, Inc. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 44 individual clients, 40 of them high net worth.
- Its average account is about $2.3 million (assets it manages divided by its 44 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | clearviewfin.com |
| [email protected] | |
| Phone | (858) 450-3200 |
Clearview Financial, Inc. 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.
| Account minimum | $800,000 |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"do not yet meet our $800k minimum" source
"Our comprehensive fee is typically calculated as a percentage of the assets we manage (AUM) and is billed quarterly." source
"we offer a flat quarterly retainer fee to provide the same level of comprehensive planning without the investment management." 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 · Fixed fees |
|---|---|
| Assets managed | $101 million |
| Individual clients | 4 |
| High-net-worth clients | 40 |
| Accounts managed | 44 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 131944 |