# CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 146588
- Type: SEC-registered investment adviser
- SEC file number: 801-107503
- Location: 10300 ALLIANCE RD, SUITE 460, CINCINNATI, OH, 45242
- Phone: (513)469-8400
- Latest filing: 2023-03-20
- Regulatory AUM: $348.3M
- Discretionary AUM: $348.3M
- Clients: 12
- Accounts: 904

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Hoffman Thornton Amelia | MEMBER | — |
| GROUT TIMOTHY ANTHONY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| HOFFMAN CAROL A MI ONLY | MEMBER | — |
| GROUT TIMOTHY A MI ONLY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Bartlett Robert W | MEMBER | — |
| THOCKER DEBORAH LOU | CHIEF COMPLIANCE OFFICER/MEMBER; MEMBER | — |
| MCINERNEY KATHERINE MARY | MEMBER | — |
| Schelle Michael Justin | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146588/similar
- Related entities: https://search.stillhousedata.com/firm/146588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146588

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.