# CLEAR RETIREMENT ADVICE LLC

CLEAR RETIREMENT ADVICE LLC of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 292667
- Type: SEC-registered investment adviser
- SEC file number: 801-132499
- Location: 1900 S NORFOLK ST,, SUITE 350, SAN MATEO, CA, 94403
- Phone: 650-446-5440
- Latest filing: 2026-03-09
- Regulatory AUM: $153.4M
- Discretionary AUM: $153.4M
- Clients: 1
- Accounts: 218

## Business model

- Compensation: Fixed
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| James Marshall Schwarz | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292667/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292667/similar
- Related entities: https://search.stillhousedata.com/firm/292667/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292667

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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.