CLEARVIEW FINANCIAL PLANNING, INC.

CLEARVIEW FINANCIAL PLANNING, INC. of SOUTHOLD, NY is an SEC-registered investment adviser (CRD 291834). Regulatory assets under management: $37.9M.

Registration

• CRD: 291834
• SEC file number: 801-120791
• Type: Registered investment adviser
• Location: 51020 MAIN ROAD, SOUTHOLD, NY, 11971
• Phone: (631) 765-8110
• Latest filing: 2026-03-13
• Regulatory AUM: $37.9M
• Discretionary AUM: $37.5M
• Non-discretionary AUM: $348K
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291834 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search