# Clairwell Financial Planning LLC

> Clairwell Financial Planning LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 328505
- Filed as: CLAIRWELL FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328505
- AdvisorCensus page: https://advisorcensus.com/firm/clairwell-financial-planning-llc-328505

## Quick answers

**How is Clairwell Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clairwell Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Clairwell Financial Planning LLC registered with the SEC or a state?**
Clairwell Financial Planning LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328505.

**How much does Clairwell Financial Planning LLC manage?**
Clairwell Financial Planning LLC reports $7,020,538 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Clairwell Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (3).

**Does Clairwell Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328505

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,020,538
- Discretionary: $7,020,538
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,407,051 |
| High net worth individuals | 3 | $5,613,487 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clairwellfp.com
- substack.com/@clairwellconversations
- Facebook @Bridget.Clairwell
- Facebook facebook.com
- Instagram @clairwellfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clairwell Financial Planning LLC (CRD 328505): Form ADV filing data as of October 2026.