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, SEC-registered registered investment adviser organized as an LLC and focused on individual and family clients. The firm provides portfolio management for individuals and small businesses and charges fixed fees rather than asset-based advisory percentage fees. It does not identify as an ESG-focused manager, is not a multi-state adviser for FINTRX purposes, and is classified as an independent RIA rather than a capital allocator or pension consultant.
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 1
James Schwarz
Wealth AdvisorCRD 1170765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$173M in ETFs
100%
$173M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $16.2M | 669,894 | 9.36% |
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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