Clear Waters Financial Network LLC

Overview

Clear Waters Financial Network LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients, focusing on financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage-of-assets fees with hourly charges and fixed-fee engagements. The firm is not identified as an active ESG investor, is not described as a multi-state adviser for registration purposes, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices