CLEAR RESOURCE GROUP, LLC

Overview

Clear Resource Group, LLC is an independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and small businesses, with an institutional client component. The firm runs a predominantly discretionary practice, managing client portfolios under a percentage-of-AUM fee model while also billing for work on an hourly basis when needed. Advisory services explicitly include financial planning, ongoing portfolio management and pension consulting support, and the firm appears to work closely with accountants as an industry affiliate. Investment activity is centered on pooled public vehicles—mutual funds and similar public funds—rather than an emphasis on direct single-stock selection. That approach suggests model-driven or allocation-based portfolio construction, likely using third‑party fund managers and custody arrangements to implement strategies. The firm also incorporates fixed income, annuities and external alternative managers where appropriate to add income, tax-efficiency and diversification across client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices