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
Website
clearcapitalmgt.com (opens in new tab)
Phone
(844) 890-6900

Can advise clients in 8 states: California, Colorado, Maryland, New Jersey, New York, Pennsylvania, Virginia, Washington

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Is something on this page wrong or out of date?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.