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 an independent registered investment adviser formed as an LLC that focuses on fee-based planning and portfolio management for individuals and small businesses. The firm is SEC-registered (registered in 2025) and operates under a fixed-fee model, serving primarily individual and family clients. Its advisory scope is concentrated on discretionary portfolio management rather than institutional pension consulting or multi-state advisory programs, and it does not self-identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$173M in ETFs
100%
$173M
<1%
$173K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $16.5M | 690,428 | 9.50% |
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
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