# Clear Waters Financial Network LLC

> Clear Waters Financial Network LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 291987
- Filed as: CLEAR WATERS FINANCIAL NETWORK LLC
- Legal name: Clear Waters Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291987
- AdvisorCensus page: https://advisorcensus.com/firm/clear-waters-financial-network-llc-291987

## Quick answers

**How is Clear Waters Financial Network LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clear Waters Financial Network LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Clear Waters Financial Network LLC registered with the SEC or a state?**
Clear Waters Financial Network LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291987.

**How much does Clear Waters Financial Network LLC manage?**
Clear Waters Financial Network LLC reports $20,477,000 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**What types of clients does Clear Waters Financial Network LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37).

**Does Clear Waters Financial Network 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/291987

## 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: $20,477,000
- Discretionary: $20,477,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $20,477,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearwatersgj.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Waters Financial Network LLC (CRD 291987): Form ADV filing data as of October 2026.