# Clear View Wealth Advisors, LLC

> Clear View Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 154094
- Filed as: CLEAR VIEW WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154094
- AdvisorCensus page: https://advisorcensus.com/firm/clear-view-wealth-advisors-llc-154094

## Quick answers

**How is Clear View Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clear View Wealth Advisors, 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 Clear View Wealth Advisors, LLC registered with the SEC or a state?**
Clear View Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154094.

**How much does Clear View Wealth Advisors, LLC manage?**
Clear View Wealth Advisors, LLC reports $24,142,651 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (99% discretionary).

**What types of clients does Clear View Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (2); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Clear View Wealth Advisors, 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/154094

## 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: $24,142,651
- Discretionary: $23,920,666
- Non-discretionary: $221,985

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $15,512,399 |
| High net worth individuals | 2 | $8,465,677 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $164,575 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- babyboomerretirementpro.com
- bostontaxplanners.com
- clearviewcollegeplanning.com
- clearviewwealthadvisors.com
- collegecashpro.com
- divorcefinancepro.com
- divorcefinancepros.com
- fivestarprofessional.com/Spotlights/91644
- hireaccfs.com/steven-stanganelli
- paladinregistry.com/financial-advisor/amesbury-massachusetts/Steven.Stanganelli
- taxwealthnetwork.com
- Facebook @BOSTONTAXPLANNERS
- Facebook @CLEARVIEWWEALTHADVISORS
- Facebook @COLLEGECASHPRO
- LinkedIn @clear-view-wealth-advisors-llc
- LinkedIn @stevestanganelli

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear View Wealth Advisors, LLC (CRD 154094): Form ADV filing data as of October 2026.