Clear Fiduciary Consultants, LLC

RIASEC Registered
Total AUM
$40.5M
Discretionary
$40M
99% of AUM
Avg account
$1.4M
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282259
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Clear Fiduciary Consultants, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is owned by an individual and charges clients on a percentage‑of‑AUM basis. Its stated advisory activities include portfolio management for individuals and small businesses alongside pension consulting services, though the firm’s client base is identified as institutional. The adviser is not a capital allocator; it relies on external managers rather than running proprietary funds, and it does not report being an active ESG investor or a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Thomas Rooney

    Thomas Rooney

    Investment Advisor RepresentativeCRD 2369433

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth