Clearview Financial, Inc. fees
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 22, 2026, Clearview Financial, Inc. (San Diego, CA) charges an annual fee from $12,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 22, 2026. Fees can change.
- Annual fee
- From $12,000/yr
Starts at $12,000, at or above the San Diego median of $10,000. Starts at $12,000, at or above the California median of $8,483.
“The standard annual retainer fee for standalone financial planning starts at $12,000 per year, but may be higher based upon the scope, complexity, and specific needs of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- 2 employees
- Registered since
- 2001 (25 years)
How Clearview Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Because fees are charged in arrears, no refund policy is necessary.”
- “Standalone financial planning fees are billed quarterly in arrears.”
- “Because fees are collected in arrears, CF does not collect or hold unearned client fees.”
About Clearview Financial, Inc.
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 44
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $101 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 22, 2026
- CRD number
- 131944 (opens in new tab)
- Phone
- (858) 450-3200
Registered in 2 states: California, Louisiana
Other planners in San Diego that publish fees
- Compound Wealth AdvisorsSan DiegoFlat $2,900-$4,900
- Van Nostrand Wealth Management LLCSan DiegoFlat $5,000-$10,000, Annual $10,000-$50,000/yr
- T.M. Murphy Investment Management, Inc.San DiegoHourly $175/hr
- Blue Summit Wealth ManagementSan DiegoHourly $275/hr, Flat from $3,500
- Brava FinancialSan DiegoHourly $450/hr, Flat $3,000-$15,000
- Dean Roland Russell, LLCSan DiegoHourly $100-$400/hr, Flat $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.