Clear Wave Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,000/yr

“For performance reporting on assets not managed by us, the general minimum annual fee is $1,000.”

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

How Clear Wave Wealth Management, LLC bills

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

• “Retainer arrangements are billed in advance, with outstanding fees collected upon completion.”
• “Any prepaid fees will be refunded on a pro-rata basis.”
• “Unless otherwise indicated below, fees that are specified herein are negotiable or may be waived in Clear Wave ’s discretion.”

How Clear Wave Wealth Management, LLC’s fees compare

• Its annual fee of $1,000 is below the New Jersey median of $6,318. 4% of the 47 other New Jersey planners that publish an annual fee charge less.
• None of the 2 other planners in Red Bank that publish an annual fee charge less.

About Clear Wave Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

142

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$617,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338582

Website

clearwavewealthmanagement.com (opens in new tab)

Phone

(862) 200-9438

Can advise clients in 8 states: California, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas

Other planners in Red Bank that publish fees

• Atlas Private Wealth AdvisorsRed Bank$500⁠-⁠$15,000
• Buttfield & AssociatesRed Bank$250/hr, $50,000⁠-⁠$250,000
• Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
• Garden State Retirement Specialists, LLCRed Bank$400/hr, $500⁠-⁠$5,000
• Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr, $5,000⁠-⁠$25,000
• Iem Asset Management, LLCRed Bank$1,000⁠-⁠$1,075/hr, $1,000⁠-⁠$50,000

Compare all 18 planners in Red Bank