Clearview Financial Partners

RIASEC RegisteredEst. 2018

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1.3M

Accounts

803

Employees

Advisory reps

Firm details

Headquarters: Radnor, Pennsylvania
CRD number: 286168
Registered since: November 5, 2018
Website: www.cvfpartners.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.16%
Pension & Profit Sharing Plans7.49%
Individuals6.47%
Charitable Organizations2.9%
Corporations / Businesses0.98%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Clearview Financial Partners is an independent, SEC-registered wealth advisory firm structured as an LLC and founded in 2018. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes AUM-based fees with hourly and flat-fee engagements. Clearview does not market itself as a capital allocator and does not identify as an active ESG investor. The firm maintains a relationship with insurance-sector providers (reflected in industry affiliations) and uses third-party investment managers rather than running in-house alternative strategies. That positioning, combined with its fee flexibility, suggests a hybrid advice model that blends ongoing discretionary portfolio management with project-based planning or consulting work.