Clear Investment Research, LLC fees and pricing
Financial planner in Alpharetta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Clear Investment Research, LLC charges $250-$350 an hour and an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$350/hr
“Our hourly rates are from $250-$350 per hour.”
- Annual fee
- $3,000/yr
“Our minimum annual fee is $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clear Investment Research, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Services are negotiable depending on clients’ individual needs.”
- “Typically, fees are charged quarterly and will be charged in arrears.”
- “All fees are negotiable based on the complexity of the services contracted for and the anticipated amount of work involved in providing those services, the size of the plan and the number of plan participants.”
How Clear Investment Research, LLC’s fees compare
- Its hourly rate of $250-$350 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
- 6 of the 10 other planners in Alpharetta that publish an hourly rate charge less.
- Its annual fee of $3,000 is below the Georgia median of $5,438. 32% of the 47 other Georgia planners that publish an annual fee charge less.
- 1 of the 2 other planners in Alpharetta that publish an annual fee charge less.
About Clear Investment Research, LLC
“We offer personalized retirement consulting services to companies offering qualified and non-qualified retirement plans.”
- Firm size: 5 employees.
- Registered as an adviser: 2014 (12 years).
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
- 0.99% a year
- Clients
- 115
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $4,191,639,011
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172685
- Phone
- (678) 293-8667
Can advise clients in 4 states: Georgia, North Carolina, New Hampshire, South Carolina
Other planners in Alpharetta that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$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.