Firm
Clearvue Advisors
Milton, Massachusetts
Fee-only
Clearvue Advisors 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 11 individual clients, 5 of them high net worth.
- Its average account is about $976,000 (assets it manages divided by its 49 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Milton, Massachusetts |
|---|---|
| Website | clearvueadvisors.com |
| [email protected] | |
| Phone | (617) 696-0140 |
Clearvue Advisors fees
Clearvue Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $48 million |
| Individual clients | 6 |
| High-net-worth clients | 5 |
| Accounts managed | 49 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 136600 |