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| Clearview Wealth Management LLC
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| CRD # | 288978 |
| SEC # | 801-121594 |
| CIK # | 0001857588 |
| AUM | 178.5 M (2026-06-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-333-6394 |
| Address | 4 Venture Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (6/23/2026) [Brochure] |
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Item 5 Fees and Compensation
Financial Planning Fees
For our financial planning services that we provide to clients separately from or inclusive of
investment management, we receive a fixed fee paid either annually quarterly or monthly
from the client. This fee is negotiated in advance with the client based in part on the time
commitment and scope of work agreed to. Our fees typically range from $600 per year
($50 monthly) to $10,000 per year ($833 monthly) however, under special circumstances
they may be greater or lesser than these amounts.
Under special circumstances we may charge an hourly fee or a fixed limited term fee for
work that is not expected to be continuous and ongoing with a client.
● Hourly Basis (not to exceed $500/hour)
● Fixed Fee on a limited term/engagement or project basis (for work not expected to
exceed 12 months)
Tax Preparation Fees
Fixed Fees range from: $300 - $6,000 determined by the needed support and complexity.
Investment Management Fees
For our investment advisory services, we typically charge a fee as a percentage of assets
under management. This fee varies with the type of account, the scope of work, and the
amount of assets in the account and in the client household that we manage. This fee rate is
negotiated with the client and agreed to in advance. As such fee schedule with each client
may be unique and varied from the next. Even within a client household different accounts,
requiring different levels of advisory and oversight involvement may be charged at different
fee rates. We may also, by agreement with the client, direct that investment advisory
service fees for the household be charged to specific accounts rather than against the assets
in all account’s pro rata. However, we will never charge a client more than 2.25% of the
total of assets under management for that client’s household. The incremental maximum
Investment management fee on a householding basis is as follows:
Clearview Wealth Management, LLC ADV 2B (062326) 7
Incremental Assets in Maximum Marginal Fee Rate Maximum Quarterly Fee
household (Annual) Rate
First $100,000 2.25% .5625%
Next $150,000 2.00% .50%
Next $750,000 1.85% .4625%
Next $1,000,000 1.70% .425%
Over $2 million 1.50% .375%
In addition to the annual investment advisor management fee, and unless otherwise agreed
between the client and the advisor, clients engaging Clearview Wealth Management as an
investment advisor will pay transaction charges as described in the “Other Fees and/or
Costs” section of their custodial agreement with their custodian (TD Ameritrade
institutional, Schwab institutional, Fidelity institutional, etc.). These charges are collected
directly by the third-party service providers and none of these fees is paid directly through
to Clearview Wealth Management or any of its representatives.
Retirement Plan Consulting Services Fees
Clients may engage advisors for Retirement Plan Consulting services on a negotiated hourly,
flat, fixed, and/or asset-based fee basis. Fixed annualized fees range from $3000-$60,000
per year, however under special circumstances they may be greater or lesser than these
amounts. A variable fee as a percentage of plan assets may range from 0% to 1.5%. In
either circumstance the fee is negotiated in advance with the client based in part on the
time commitment and scope of work agreed to. The maximum annual account consulting
fee, when stated as a percentage of assets, is not to exceed 1.5% of plan assets unless that
amount is less than $3000 which is the minimum retirement plan consulting annual fee.
By agreement with the client we typically deduct the fixed and or variable advisory fees
from the clients account(s) quarterly or monthly, however we may, alternatively, bill the
client for these fees on an annualized, quarterly or monthly basis. Fees may be paid at the
time of service, or in advance of service, by prearranged deduction from subject account,
check, electronic fund transfer or credit card.
Except as otherwise agreed to at the time our services are contracted all fees for financial
planning services, investment management services, and retirement plan advisory services
shall be charged and payable in advance. They may be paid in advance on a monthly
quarterly or annual basis as agreed to with the advisor. If the advisory agreement is
terminated before the end of a period for which fees have been collected in advance then
the advisor will calculate the pro rata amount of fees collected that have been earned based
on a time basis and the amount of unearned fees will be refunded to the client within 90
days.
Fees are subject to negotiation and will vary depending on the specific circumstances and
services agreed to. The project and monthly fee engagements will generally include the
development and delivery of a written report or plan at least one time. This may be done in
digital (PDF) format and transmitted electronically to you or made available to you via a
web site portal we will provide to you.
Clearview Wealth Management, LLC ADV 2B (062326) 8
In the case of a monthly and ongoing arrangement, we will regularly (at least annually)
review and update the analysis/plan with you. This may be done in digital (PDF) format and
transmitted electronically to you or made available to you via a web site portal we will
provide to you.
Clearview Wealth Management’s services and fees may include investment management,
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (6/23/2026) [Brochure] |
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Item 7 Types of Clients Clearview Wealth Management provide advisory services to the following types of clients: Individuals (including high net worth individuals), Trusts, Estates, Charitable Organizations, Pension/Profit Sharing Plan Sponsors/Fiduciaries, and Corporations/Other Businesses. There are no minimum accounts sizes engage in financial planning services, Investment Management services, or Retirement Consulting Services. There is however a minimum charge for each of these services. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 2.5 | ||
| Apple Inc | 2.5 | ||
| LOAR Holdings Inc | 2.2 | ||
| Nvidia Corp | 1.5 | ||
| Microsoft Corp | 1.2 | ||
| Visa Inc | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 48.6 |
| (b) Individuals (high net worth individuals) | 95 | 115.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 9.2 |
| (h) Charitable organizations | 9 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 646 | 178.5 |
| By Discretionary | ||
| Discretionary | 646 | 178.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 646 | 178.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.5 | |
| Total | 646 | 178.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001857588] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
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|
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