Firm
ClearVue Financial
Alexandria, Virginia
Fee-only
ClearVue Financial at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 25 individual clients.
- Its average account is about $69,000 (assets it manages divided by its 27 accounts).
- Its ongoing planning fee starts at $780 a year, below the Virginia median of $4,992.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | clearvuefinancial.com |
| [email protected] | |
| Phone | (703) 785-9575 |
ClearVue Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $780 a year |
|---|---|
| One-time plan | From $175 |
| Asset-based fee | 0.8% a year on the first tier of assets |
| How it charges | One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"Starting at $175.00" source
"Starting at $65 monthly" source
"AUM fee starting at 0.80% annually" source
"Starting at $175.00" 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 | $2 million |
| Individual clients | 25 |
| Accounts managed | 27 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 284068 |