Clearview Private Wealth fees and pricing

Financial planner in Peoria, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated December 4, 2025, Clearview Private Wealth charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 4, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Any additional time required to complete the review and present our findings will be billed at a rate of $250 per hour.”

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

“Fees are negotiable depending on the client's specific situation and the scope of the services required.”
“Clients on the Performance-Based fee schedule, the Advisor will invoice the Client directly.”
“Payment is due within thirty (30) days of the invoice date.”

Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
2 of the 8 other planners in Peoria that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338264
Website: clearviewprivatewealth.com (opens in new tab)
Phone: (623) 227-1158

Is something on this page wrong or out of date?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.