Clearview Wealth Management fees and pricing
Financial planner in Irvine, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 23, 2026, Clearview Wealth Management charges a monthly fee of $50-$833 and an annual fee of $600-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $50-$833/mo
“Our fees typically range from $600 per year ($50 monthly) to $10,000 per year ($833 monthly) however, under special circumstances they may be greater or lesser than these amounts.”
- Annual fee
- $600-$10,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clearview Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiated in advance with the client based in part on the time commitment and scope of work agreed to.”
- “This fee rate is negotiated with the client and agreed to in advance.”
- “In either circumstance the fee is negotiated in advance with the client based in part on the time commitment and scope of work agreed to.”
How Clearview Wealth Management’s fees compare
- Its annual fee of $600-$10,000 spans the California median of $6,250. 41% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 3 other planners in Irvine that publish an annual fee charge less.
About Clearview Wealth Management
“Clearview Wealth Management will offer financial planning, portfolio oversight, investment management, retirement plan consulting services, and broad financial advice services to select individuals and entities.”
- Firm size: 3 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 2.25% a year
- Clients
- 339
- Employees
- 3
- 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, pension consulting, and selecting other advisers
- Assets managed
- $178,543,412
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288978
- Phone
- (949) 333-6394
Can advise clients in 6 states: Arizona, California, Florida, Ohio, Texas, Washington
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
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.