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Clear Perspectives Financial Planning Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "support@investor.com". Views: 75 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Clear Perspectives Financial Planning, registered in 2016, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 7 advisors. Clear Perspectives Financial Planning manages $229.2 million and provides investment advisory services for 174 clients (1:25 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 8
Minimum Investment $250,000
Average Client Balance $1,317,288
Total AUM $229.2 million
Advisor / Client Ratio 1:25
Headquarters Cincinnati, OH
SEC Filings View SEC IAPD CRD #146588
State(s) Registered IN, KY, NY, OH, TX


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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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