Clear Capital Management LP fees and pricing
Financial planner in Doylestown, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Clear Capital Management LP charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The hourly fee for these services is $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clear Capital Management LP bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees charged are negotiable and will not exceed any limit imposed by any regulatory agency.”
- “The fixed fee is negotiable, and the final fee schedule will be attached as part of the financial planning agreement.”
- “The hourly rate is negotiable, and the final fee schedule will be attached as part of the financial planning agreement.”
How Clear Capital Management LP’s fees compare
- Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Doylestown that publish an hourly rate charge less.
About Clear Capital Management LP
- Firm size: 5 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 112
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $61,317,291
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172209
- Phone
- (844) 890-6900
Can advise clients in 8 states: California, Colorado, Maryland, New Jersey, New York, Pennsylvania, Virginia, Washington
Other planners in Doylestown that publish fees
- Aventine Financial GroupDoylestown$425/hr, $3,850
- Axiom Investment Solutions LLCDoylestown$100/hr
- Gregory Financial LLCDoylestown$300/hr, $3,000-$7,000
- Kohlhepp Investment Advisors, LTD.Doylestown$450/hr, $1,000/yr
- OpulusDoylestown$150-$400/hr, $1,750-$20,000/yr
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.