CLERA

Overview

Clera is a corporate-structured, independent registered investment adviser that positions itself as a small, client-focused practice serving individuals and families. The firm is organized as a corporation with individual ownership and registered with the SEC in 2025. It bills clients via a subscription-fee model rather than traditional asset-based fees. Service offerings center on financial planning and portfolio management for individuals and small businesses. Clera also produces periodicals or newsletters and runs educational seminars and workshops, indicating an emphasis on client education and ongoing communications. The firm does not identify as an ESG-active investor, is not a multi-state adviser, and is not set up as a capital allocator or pension consultant.

Assets & Accounts

Location & Offices