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.
Hourly-Based Planning and Investment Guidance
Have a more specific need? We offer hourly packages for any need.
Analysis and recommendations related to your specific life event:
Getting started (planning for those beginning to think about the future, or new couples beginning to plan together)
College and education planning
Income tax planning
Investment analysis and recommendations
Employee benefit planning (insurances, stock option, restricted stock and incentive planning)
Financial planning sessions are billed at an hourly rate of
$250 / hour.
Investment analysis and recommendations are billed at an hourly rate of $350 / hour.