RIA Intel›Advisers›New York›CLEARVIEW FINANCIAL PLANNING, INC.

CLEARVIEW FINANCIAL PLANNING, INC.

Advisory

N·SOUTHOLD, NY

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$38M

1-Year AUM Growth

+13.3%

3-Year CAGR

+3.0%

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$348K

Discretionary %99.1%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record8

First FilingMar 14, 2021

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 8 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLEARVIEW FINANCIAL PLANNING, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.