Clear Perspectives Financial Planning, LLC
Clear Perspectives Financial Planning, LLC (CRD# 146588) is a financial advisory firm headquartered in Cincinnati, OH. They manage $348,254,437 in 904 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Clear Perspectives Financial Planning, LLC
By the Numbers
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Total Assets Under Management348MILLION
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Total Number of Accounts904ACCOUNTS
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Average Account Value$385,237
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, KY, NH, NY, OH, TX
Financial Advisors at Clear Perspectives Financial Planning, LLC
No Advisor Found.
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