Clear View Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Planning fees may be based on an hourly rate ranging from $100 to $300 per hour depending on reported client income and net worth.”

Flat or project fee

$300

“Financial planning services may range from $300 to more than $50,000 depending on the project scope, level of complexity, and professional time involved.”

Monthly fee

$1,100⁠-⁠$2,000/mo

“Page 15 of 39 Advisory and planning services for certain trust accounts are as follows: $3M to $4M $1,100/month $4M to $5M $1,300/month $5M to $6M $1,500/month $6M to $7M $2,000/month Below $3M or above $7M Please call Investment Advisory Services Related to Alternative Investments – Delaware Statutory Trusts…”

Annual fee

$6,500/yr

“You may choose to have us provide a combination of services during the year at a negotiated flat rate with a minimum fee of $6,500 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Clear View Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable in certain cases and agreed to at the start of the engagement.”
• “If we present you with an invoice, you agree to pay this invoice within ten (10) business days of receipt.”
• “Fees may be paid by check or major credit card or other electronic remittance services.”

How Clear View Wealth Advisors, LLC’s fees compare

• Its hourly rate of $100-$300 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the Massachusetts median of $4,750. None of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• Its annual fee of $6,500 is below the Massachusetts median of $8,250. 35% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Clear View Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, EA, ChFC®, and CFA.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• 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

1.75% a year

Clients

45

Employees

1

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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$24,142,651

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154094

Website

BOSTONTAXPLANNERS.COM (opens in new tab)

Phone

(978) 388-0020

Can advise clients in 2 states: Massachusetts, New Hampshire

Other planners in Amesbury that publish fees

• Plain Talk Financial Planning, LLCAmesbury$250/hr, $2,500
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000

Compare all 463 planners in Massachusetts