Online Advice Services
"A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence. The distinguishing obligation of a fiduciary is the obligation of loyalty."
— Lord Millett, Bristol and West Building Society v Mothew
How Can We Serve You?
"I would like an advisor to meet with who will manage my investment portfolio in a holistic manner, who will be on call and proactive in working with me."
"I would like an advisor to meet with to give me specific recommendations on my investment holdings, but I would like to implement my investment plan and choose where they are held."
"I am just getting started and would like an advisor to provide a plan that I can implement online, and who can be there for me as my needs change."
We prefer to sit down with prospective clients, or have an introductory phone call, in order to get to know one another and find out if our services are a fit for your needs.
The majority of our relationships begin with a Clear Financial Review (CFR); a one to three meeting review of those financial items that are of most importance to you. While fees for New Client CFRs are based upon the amount of work and complexity of your situation, we have sample fee schedules in the Service Menu on this page.
Clear Financial has been a Fee-Only fiduciary from our start, choosing to provide our clients with a conflict-free service model.
We offer a discount for annual and semi-annual updates to financial and investment plans for those who prefer to manage their accounts on their own.
For clients that autopay on a monthly basis, we also offer a 6 month email check-up and additional meetings during the year at a flat rate of $500 per meeting if meeting within 9 months of an update.
*Flat-fee and hourly advice is offered on as 'as-available' basis.