Clearwater Capital Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$416/mo

“To ensure that CCP is best positioned to provide services at the level expected and required by its clients, the firm has instituted a minimum monthly fee of $416.67 ($5,000 annually) for all new relationships participating in the Wrap Fee Program entered into after March 31, 2024.”

Annual fee

$5,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Clearwater Capital Partners bills

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

• “The fee structures that apply will be subject to the services being provided, and will be billed per the applicable descriptions below.”
• “If assets are deposited into an account, the fee payable with respect to such assets will be prorated based on the number of days remaining in the billing cycle.”
• “In the event of a distribution, CCP shall refund its unearned fee for that billing cycle based on the number of days remaining.”

How Clearwater Capital Partners’ fees compare

• Its annual fee of $5,000 is below the Illinois median of $7,500. 30% of the 77 other Illinois planners that publish an annual fee charge less.

About Clearwater Capital Partners

• Firm size: 23 employees.
• Registered as an adviser: 2010 (16 years).

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% a year

Minimum

No minimum stated in brochure

Clients

889

Employees

23

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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$1,681,301,200

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139886

Website

linkedin.com/company/ccpwealth (opens in new tab)

Phone

(847) 841-8650

Can advise clients in 31 states: Arizona, California, Colorado, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Mexico, Nevada, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, Wyoming

Other planners in Hoffman Estates that publish fees

• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000
• Castling Financial Planning, LTD.Hoffman Estates$75/hr
• Spire Investment Management LLCHoffman Estates$250/hr
• Wisdom InvestmentsHoffman Estates$250/hr, $4,000

Compare all 5 planners in Hoffman Estates