Clearvue Advisors LLC fees and pricing
Financial planner in Milton, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Clearvue Advisors LLC charges $350 an hour, a flat or project fee of $5,000-$10,000, and a quarterly fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“On a limited basis, Clearvue provides financial planning and consulting services at an hourly rate of $350, due at the completion of work.”
- Flat or project fee
- $5,000-$10,000
“Clearvue charges a fixed fee for the preparation of a comprehensive financial plan that generally ranges from $5,000 to $10,000, depending on complexity.”
- Quarterly fee
- $1,250/qtr
“Clearvue assesses a minimum fee of $1,250 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clearvue Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is negotiable in certain cases and is prorated.”
- “For clients referred by the Advisor to an Independent Manager, the client’s fee will be separately billed or deducted from the client’s account(s) with the respective manager.”
- “Clearvue will not bill an amount above $500 more than 6 months in advance.”
How Clearvue Advisors LLC’s fees compare
- Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$10,000 is above the Massachusetts median of $4,750. 74% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Clearvue Advisors LLC
“Clearvue Advisors LLC (“Clearvue” or “the Advisor”) is a fee-only registered investment advisor with the State of Massachusetts, dedicated to providing financial planning, consulting, and investment management services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
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
- 3% a year
- Minimum
- $1,250 minimum fee (stated in brochure)
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $47,840,071
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136600
- Phone
- (617) 696-0140
Other planners in Milton that publish fees
- Northpointe Financial Advisors LLCMilton$600, $165-$300/mo
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
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.