Clear Perspectives Financial Planning

Trust Score 86%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Clear Perspectives Financial Planning, federally registered in 2016, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 6 advisors. Clear Perspectives Financial Planning manages $173.9 million and provides investment advisory services for 165 clients (1:28 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $1,053,952
Hybrid Advisor No
Disciplinary History No
Total AUM $173.9 million
Advisor / Client Ratio 1:28
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures    (CRD # 146588)
State(s) Registered IN, KY, NY, OH, TX

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