{
  "crd_number": 286168,
  "slug": "clearview-financial-partners-radnor-pa-286168",
  "primary_business_name": "CLEARVIEW FINANCIAL PARTNERS",
  "legal_name": "CLEARVIEW FINANCIAL PARTNERS, LLC",
  "dbas": [],
  "city": "Radnor",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-11-05",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-28",
  "carried_forward": false,
  "raum_total": 1058194989.0,
  "raum_discretionary": 1058194989.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 30730804.0,
      "count": 6
    },
    "individuals": {
      "raum": 68475208.0,
      "count": 278
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 79237436.0,
      "count": 23
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 869419905.0,
      "count": 349
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 10331636.0,
      "count": 13
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NJ",
    "PA"
  ],
  "websites": [
    "https://cvfpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286168",
  "city_as_filed": "RADNOR",
  "url": "https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168",
  "display_name": "Clearview Financial Partners",
  "summary": "Clearview Financial Partners is an SEC-registered investment advisory firm in Radnor, PA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 28, 2026.",
  "citation": "AdvisorCensus. Clearview Financial Partners (CRD 286168): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Clearview Financial Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clearview Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Clearview Financial Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated June 25, 2026 states: Up to $1,000,000: 1.5% a year; $1,000,001 to $3,000,000: 1.25% a year; $3,000,001 to $4,000,000: 0.9% a year; $4,000,001 to $5,000,000: 0.8% a year; Above $5,000,000: see the brochure; Hourly rate: $300 an hour (financial planning and retirement plan consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clearview Financial Partners located?",
      "a": "Clearview Financial Partners' principal office is in Radnor, PA, according to its Form ADV."
    },
    {
      "q": "Is Clearview Financial Partners registered with the SEC or a state?",
      "a": "Clearview Financial Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 286168."
    },
    {
      "q": "How much does Clearview Financial Partners manage?",
      "a": "Clearview Financial Partners reports $1,058,194,989 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Clearview Financial Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clearview Financial Partners: Regulatory assets under management: $820,835,914 in the October 2021 data and $1,058,194,989 in the October 2026 data, up 29%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clearview Financial Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (349); individuals (other than high net worth individuals) (278); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Which custodians does Clearview Financial Partners use?",
      "a": "Clearview Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clearview Financial Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286168"
    },
    {
      "q": "Does Clearview Financial Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 25, 2026 says: \"The account minimum for an asset management account is generally $1,000,000; however, the Firm reserves the right to open an account for a lesser amount at the discretion of management.\""
    },
    {
      "q": "What changed in Clearview Financial Partners' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $850,402,570 to $1,058,194,989 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 820835914.0,
      "total_employees": 8,
      "filing_date": "2021-03-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 905523726.0,
      "total_employees": 8,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1006096088.0,
      "total_employees": 8,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1072758969.0,
      "total_employees": 8,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 850402570.0,
      "total_employees": 8,
      "filing_date": "2025-03-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1058194989.0,
      "total_employees": 8,
      "filing_date": "2026-07-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $850,402,570 to $1,058,194,989 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$1,000,001 to $3,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$3,000,001 to $4,000,000",
        "rate": "0.9%"
      },
      {
        "band": "$4,000,001 to $5,000,000",
        "rate": "0.8%"
      },
      {
        "band": "Above $5,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning and retirement plan consulting)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1.5% a year",
          "$1,000,001 to $3,000,000: 1.25% a year",
          "$3,000,001 to $4,000,000: 0.9% a year",
          "$4,000,001 to $5,000,000: 0.8% a year",
          "Above $5,000,000: see the brochure"
        ],
        "quotes": [
          "Assets Under Management Annual Fee* \n$0 – $1,000,000 1.50% \n$1,000,001 – $3,000,000 1.25% \n$3,000,001 – $4,000,000 0.90% \n$4,000,001 – $5,000,000 0.80%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The account minimum for an asset management account is generally $1,000,000; however, the Firm reserves the right to open an account for a lesser amount at the discretion of management."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning and retirement plan consulting)"
        ],
        "quotes": [
          "As circumstances warrant, an hourly rate of more than $300 may be negotiated."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.5
        },
        {
          "min": 1000001.0,
          "max": 3000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 3000001.0,
          "max": 4000000.0,
          "rate_pct": 0.9
        },
        {
          "min": 4000001.0,
          "max": 5000000.0,
          "rate_pct": 0.8
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and retirement plan consulting"
        }
      ]
    },
    "quotes": [
      "Assets Under Management Annual Fee* \n$0 – $1,000,000 1.50% \n$1,000,001 – $3,000,000 1.25% \n$3,000,001 – $4,000,000 0.90% \n$4,000,001 – $5,000,000 0.80%",
      "The account minimum for an asset management account is generally $1,000,000; however, the Firm reserves the right to open an account for a lesser amount at the discretion of management.",
      "As circumstances warrant, an hourly rate of more than $300 may be negotiated."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 278,
      "fewer_than_5": false,
      "raum": 68475208.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 349,
      "fewer_than_5": false,
      "raum": 869419905.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 79237436.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 30730804.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 10331636.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286168",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}