CLEAR RETIREMENT ADVICE LLC
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 292667
- Registered since
- April 22, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI93.16%
- Individuals6.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Clear Retirement Advice LLC is a privately held limited liability company that provides fee-based portfolio management primarily to individuals and families, with services extending to small businesses. The firm became SEC-registered in 2025 and is owned by an individual. Its stated advisory activity centers on portfolio management for individuals and small businesses, and it operates on a fixed-fee model. The adviser does not identify as an active ESG investor, is not designated as a multi-state adviser, and does not present itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
Contacts
1 of 1JAMES SCHWARZ
Wealth AdvisorCRD 1170765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$149M in ETFs
100%
$149M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $14.5M | 598,083 | 9.77% |
Location
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1900 S Norfolk St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
BUCHER WEALTH ADVISORS
RIASAN MATEO, CA
TANO CAPITAL, LLC
RIASAN MATEO, CA
INTERNATIONAL ASSET MANAGEMENT
RIASAN MATEO, CA
KESTREL INVESTMENT MANAGEMENT CORP
RIASAN MATEO, CA
KING WEALTH ADVISORS, LLC
RIASAN MATEO, CA
CAREGEN WEALTH MANAGEMENT
RIASAN MATEO, CA