Clearview Financial Partners fees and pricing
Financial planner in Radnor, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 25, 2026, Clearview Financial Partners charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“As circumstances warrant, an hourly rate of more than $300 may be negotiated.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clearview Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Termination Clients may terminate the agreement without penalty for a full refund of fees within five business days of signing an agreement.”
- “The fee for Retirement Plan Consulting is set out in a separate agreement and is debited quarterly in advance or in arrears.”
How Clearview Financial Partners’ fees compare
- Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Radnor that publish an hourly rate charge less.
About Clearview Financial Partners
“The Firm Clearview Financial Partners, LLC (“Clearview Financial Partners,” the “Firm,” or the “Adviser”) is an independent registered investment adviser that offers asset management and financial planning services.”
- Firm size: 8 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Business owners
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
- 1.5% a year
- Clients
- 627
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1,058,194,989
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286168
- Phone
- (610) 293-9211
Can advise clients in 3 states: Florida, New Jersey, Pennsylvania
Other planners in Radnor that publish fees
- Alegre Wealth Management, LLCRadnor$5,000-$7,500
- Godshalk Welsh Capital Management, Inc.Radnor$200/hr, $1,000-$5,000
- TGS Financial AdvisorsRadnor$3,500, $1,750/qtr
- Traverse Private WealthRadnor$250/hr
- Truewealth SolutionsRadnor$1,500-$7,000, $500-$800/qtr
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.