Clearwater Financial Planning
RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3
Firm details
- Headquarters
- Lewiston, Idaho
- CRD number
- 344096
- Registered since
- September 29, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial Planning
Firm profile
FINTRXOverview
Clearwater Financial Planning is a limited liability company owned by an individual that provides fee-based financial planning services. The adviser is newly formed and is registered with the SEC in 2026. The firm does not present itself as a capital allocator, does not market pension consulting services, and is not positioned as an ESG-focused manager.
Assets & Accounts
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
Location
Primary office
Lewiston, ID
Nez Perce
Location
Lewiston, ID
Headquartered in Lewiston, ID, in the West of the United States.
- Region
- West
- County
- Nez Perce
- Address
- 828 8th Ave
- Time zone
- MT (UTC-7)
- Office locations
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