Clear Financial Strategies, Ltd.

Clear Financial Strategies, Ltd. (CRD# 153608) is a financial advisory firm headquartered in Hoffman Estates, IL. They manage $50,208,248 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $707,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Clear Financial Strategies, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
James P. Patrician
CRD#: 4079943
2815 Forbs Avenue, Suite 107, Hoffman Estates, IL 60192
93
Wealthminder
score

James Patrician (CRD# 4079943) is an Investment Advisor Representative working at Clear Financial Strategies, Ltd. in Hoffman Estates, IL and has over 16 years of experience in the finance industry.

2
Allen N. Bronton
CRD#: 1552976
2815 Forbs Avenue, Suite 107, Hoffman Estates, IL 60192
83
Wealthminder
score

Allen Bronton (CRD# 1552976) is an Investment Advisor Representative working at Clear Financial Strategies, Ltd. in Hoffman Estates, IL and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.