Clear Perspectives Financial Planning, LLC

Clear Perspectives Financial Planning, LLC (CRD# 146588) is a financial advisory firm headquartered in Cincinnati, OH. They manage $103,250,000 in 524 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $197,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IN, KY, NY, OH, TX

Financial Advisors at Clear Perspectives Financial Planning, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Timothy A. Grout
CRD#: 5497552
9545 Kenwood Road, Suite 200, Cincinnati, OH 45242
103
Wealthminder
score

Timothy Grout (CRD# 5497552) is a fiduciary and Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry. 

 

Tim developed an interest in financial planning when he was working with family and friends who couldn't find the holistic financial services they needed, leading him to start Clear Perspectives with his business partner, Carol Hoffman, in 2008. Tim took additional exams to become a Certified Financial Planner (CFP). CFP professionals must pass the comprehensive exam, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

 

Tim is warm, caring, and highly experienced. He has over 30 years of financial management experience at the Procter & Gamble Co. His experience includes roles of increasing responsibility in transitioning the company through major global accounting system and operational changes. He holds an MBA in finance from Xavier University.
 

2
Carol A. Hoffman
CRD#: 5497550
9545 Kenwood Road, Suite 200, Cincinnati, OH 45242
103
Wealthminder
score

Carol Hoffman (CRD# 5497550) is a fiduciary and Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry. Carol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct, which put clients' interests first and comply with the Financial Planning Practice Standards.

 

Carol is warm, caring, and highly experienced. She founded Clear Perspectives with her business partner, Timothy Grout, in 2008. She has managed hundreds of millions of dollars in business profits, commodities positions, supply chains and acquisitions at the Procter & Gamble Company. She holds an MBA in finance from Indiana University. 

3
Deborah L. Thocker
CRD#: 5836275
9545 Kenwood Road, Suite 200, Cincinnati, OH 45242
98
Wealthminder
score
Deborah Thocker (CRD# 5836275) is an Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 5 years of experience in the finance industry.
4
Kate McInerney
CRD#: 6534299
9545 Kenwood Road, Suite 200, Cincinnati, OH 45242
96
Wealthminder
score

Kate McInerney (CRD# 6534299) is an Investment Adviser Representative with Clear Perspectives Financial Planning, LLC in Cincinnati, OH. She specializes in helping people match their spending to their values, charitable giving, tackling debt repayment like student loans, and preparing for long-term goals like retirement.

 

Prior to joining Clear Perspectives, Kate served for seven years in the nonprofit community development field in Cincinnati and Chicago. She is currently pursuing her MBA from the University of Cincinnati and preparing for the CFP exam. Kate is a graduate of Denison University. 

5
Robert W. Bartlett
CRD#: 6599240
9545 Kenwood Road, Suite 200, Cincinnati, OH 45242
93
Wealthminder
score
Robert Bartlett (CRD# 6599240) is an Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
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