# Clearview Financial Planning, Inc.

> Clearview Financial Planning, Inc. is an SEC-registered investment advisory firm in Southold, NY, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 291834
- Filed as: CLEARVIEW FINANCIAL PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southold, NY
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291834
- AdvisorCensus page: https://advisorcensus.com/firm/clearview-financial-planning-inc-southold-ny-291834

## Quick answers

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

**How much does Clearview Financial Planning, Inc. charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $1,000 to $3,500 (creating client financial plans); Hourly rate: $200 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Clearview Financial Planning, Inc. located?**
Clearview Financial Planning, Inc.'s principal office is in Southold, NY, according to its Form ADV.

**Is Clearview Financial Planning, Inc. registered with the SEC or a state?**
Clearview Financial Planning, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 291834.

**How much does Clearview Financial Planning, Inc. manage?**
Clearview Financial Planning, Inc. reports $37,892,188 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (99% discretionary).

**How have Clearview Financial Planning, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Clearview Financial Planning, Inc.: Regulatory assets under management: $26,309,936 in the October 2021 data and $37,892,188 in the October 2026 data, up 44%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clearview Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (4); charitable organizations (1).

**Which custodians does Clearview Financial Planning, Inc. use?**
Clearview Financial Planning, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Clearview Financial Planning, Inc. report any disciplinary disclosures?**
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/291834

**Does Clearview Financial Planning, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "There is no account minimum for any of CFP’s services."

**What changed in Clearview Financial Planning, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $32,193,732 to $37,892,188 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: None

> There is no account minimum for any of CFP’s services.

- Flat fee: $1,000 to $3,500 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $1,000 and $3,500.

- Hourly rate: $200 an hour

> The hourly fee for these services is $200.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $37,892,188
- Discretionary: $37,543,881
- Non-discretionary: $348,307

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,135,572 |
| High net worth individuals | 4 | $27,450,175 |
| 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) | 0 | $0 |
| Charitable organizations | 1 | $3,702,979 |
| 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 | 1 | $1,603,462 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $26,309,936 | 1 | June 1, 2021 |
| October 2022 | $32,644,148 | 1 | March 11, 2022 |
| October 2023 | $25,396,290 | 1 | September 18, 2023 |
| October 2024 | $28,780,743 | 1 | March 25, 2024 |
| October 2025 | $32,193,732 | 1 | March 7, 2025 |
| October 2026 | $37,892,188 | 1 | March 13, 2026 |

Regulatory assets under management: $26,309,936 in the October 2021 data and $37,892,188 in the October 2026 data, up 44%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $32,193,732 to $37,892,188 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearview Financial Planning, Inc. (CRD 291834): Form ADV filing data as of October 2026.