Clear View Wealth Advisors LLC

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Introduction: True Fee-Only Financial Planning & Investing. We advise. We don't sell you anything. We uphold a fiduciary standard putting your needs first and provide objective advice not tied to the sale of any investment or insurance product. Clear View Wealth Advisors, LLC, was formed in 2010 and operates out of offices in Amesbury and Wilmington serving individuals and businesses. We offer flexible planning solutions and can prepare comprehensive plans as well as limited-scope projects that answer your key questions or issues. We offer on-going support for financial or investment issues and work with DIY investors. We are supported by a network of insurance, tax and estate planning professionals. Steve Stanganelli is the principal planner with more than 20 years of financial services and banking experience. He is a Certified Financial Planner (tm) professional and holds designations in retirement and estate planning. He has specialized training and experience in the areas of tax planning, college funding, divorce analysis, and retirement income planning. We Don’t Sell. We Advise. Clear View Wealth Advisors, LLC is a fee-only registered investment advisory firm that provides advice and consulting on a broad range of financial, estate and tax planning issues as well as personalized money management services. We don’t sell any financial products, and are instead only paid directly by our clients. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest. We offer clients an objective, independent and qualified resource in retirement income, pre-sale tax analysis, college funding, elder care and low-cost index investing.

Overview

Hired 2 times

1 employee

14 years in business

Payment methods

This pro accepts payments via Credit card and PayPal.

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FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Fees for financial planning may be based on an hourly rate that ranges from $120 to $300 or a fixed-fee. Financial planning services are offered without any requirement that we manage investments. Programs range from one-time engagements through ongoing support programs with periodic updates and advice on a range of matters.
What is your typical process for working with a new customer?
We start with an introductory call to get acquainted followed by a call or meeting to review a service agreement. Once a service agreement is in place and a deposit paid, each client receives a link to a secure online portal to upload specific items needed as part of the planning process. They also will receive links to complete various online tools and data gathering. We then schedule live or virtual meetings to review the analysis reports and recommendations. If implementation support is part of the service agreement, we then make arrangements to help coordinate the plan and recommendations.
How did you get started doing this type of work?
My career began in 1986 as a mortgage broker and evolved into financial planning as I was asked more and more by my clients how to help them with other aspects of their personal finances.