DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Steven Stanganelli
Clear View Wealth Advisors LLC
100 Main Street
Pmb 302
Amesbury, MA 01913
617-398-7494
Plan Well. Invest Smart. Live Better.
About Clear View Wealth Advisors LLC
Clear View Wealth Advisors LLC and Steve Stanganelli CFP provide fee-only financial planning services to individuals, couples, and small businesses throughout the US from offices located north of Greater Boston, Massachusetts. The firm is registered in Massachusetts, New Hampshire, and Texas and provides services remotely in other jurisdictions as allowed. The firm and the advisor provide comprehensive financial planning integrated with tax planning.
See Disclosures
General Information
Firm Start Year
2010
No. of Employees
1
CRD#
3217444
Firm CRD#
154094
Name of Custodial Firm
Altruist Financial, Goldman Sachs Custody Solutions, Betterment Institutional
States Licensed in
MA,NH,TX
Years of Experience in Financial Services
36
Number of Years with Current Firm
16
Work Experience
Fee-only financial planner, tax planner, and tax preparer since 2010 with twenty-plus years of additional experience in mortgage banking/lending.
Work with the following types of clients
Businesses, Individual Investors, 76861
Advisory Services Provided
Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts
Services
Investment Types
Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Stocks, Bonds, Alternative Investments, Mutual Funds
Can meet clients in the following ways
Your Office, Email, Video Conference, Your Home, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CRPC®, AEP®
Firm Information
Firm's Number of Clients
112
Firm's Number of Planning Clients
72
Firm's Number of Managed Clients
40
Assets Managed by Firm
22995731
Advisor's Number of Clients
144
Advisor's Number of Managed Clients
46
Advisor's Number of Planning Clients
89
Total Assets Under Management by Advisor
24142651
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Flat Fee, Hourly, Based on Assets
Hourly Rate
$200
Additional Details on Charges
Most financial planning projects are based on fixed-fees depending on the scope and complexity of the planning services required. Investment management services are also available for fixed-fees instead of traditional variable asset management formulas.
Minimum Fee Charged for Managed Accounts
$480
Minimum Fee Charged for Hourly Planning Accounts
$600
Education
Chartered Retirement Planning Counselor -
College for Financial Planning
-
MS -
Bentley College
-
BA -
University of Massachusetts, Lowell
-
CFP Education Program -
Boston University & Tallahassee Comm Coll
-
Disclosures
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1886575/financialadvisor-Clear-View-Wealth-Advisors-LLC-detailed-disclosure.html