Firm
Clearview Wealth Management
Charlotte, North Carolina
Fee-only
Clearview Wealth Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 144 individual clients, 64 of them high net worth.
- Its average account is about $358,000 (assets it manages divided by its 510 accounts).
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | clearviewwealthmgmt.com |
| [email protected] | |
| Phone | (704) 837-4317 |
Clearview Wealth Management fees
Clearview Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $182 million |
| Individual clients | 80 |
| High-net-worth clients | 64 |
| Accounts managed | 510 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-112778) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 166812 |