Clear Advisors fees and pricing
Financial planner in Queenstown, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 22, 2026, Clear Advisors charges a monthly fee of $125-$540 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $125-$540/mo
“Clear Advisors charges flat monthly fees, in advance, as outlined below: ● Core Planning: $125 per month ● Full Planning: $250 per month ● Investment Management: $540 per month Fees are fixed and are not based on the value of client assets under management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clear Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All advisory fees are billed through AdvicePay using ACH or debit/credit card payment methods authorized by the client.”
- “Clients may terminate the advisory relationship with written notice 30 calendar days in advance.”
- “Upon termination, the fee will be prorated based upon the number of days in which services were provided during the billing period.”
How Clear Advisors’ fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Clear Advisors
“Clear Advisors provides ongoing financial planning and discretionary investment management services to individuals and families.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342564
- Phone
- (443) 295-9371
Other planners in Maryland that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
- Advocate Investing ServicesWoodbine$400/hr, $1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.