RIA Intel›Advisers›Virginia›CLEARVUE FINANCIAL PLANNING, LLC

CLEARVUE FINANCIAL PLANNING, LLC

Advisory

VA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account

$69K

across 27 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

25 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

DAVID B. BRANDOLPH, J.D., CFP

$2M

EVERMAN PROSPERITY LLC

$2M

VALSPRESSO INVESTMENT MANAGEMENT, LLC

$2M

MISSIONS SERVICES, LLC

$2M

PALLADIUM WEALTH MANAGEMENT, LLC

$2M

E J FINANCIAL CORP.

$2M

Get the full picture on CLEARVUE FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CLEARVUE FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans