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CLEAR RETIREMENT ADVICE LLC
CRD 292667File 801-132499
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$153.4M
Bottom 25% of cohort (national)
Discretionary AUM
$153.4M
Clients
56
218 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 22, 2025
- Principal office
- 1900 S NORFOLK ST,, SUITE 350, SAN MATEO, CA, 94403
- Phone
- 650-446-5440
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.4M
- Discretionary AUM
- $153.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 218
- Non-discretionary accounts
- 0
- Total accounts
- 218
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $142.9M |
| Individuals (other than high net worth individuals) | 9 | $10.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.