CLEARWATER FINANCIAL PLANNING

Legal name: CLEARWATER FINANCIAL PLANNING, LLC

CRD 344096File 801-137394

APPROVED-120

Filing as of Aug 27, 2026

Feed vintage Sep 30, 2026

Regulatory AUM

Bottom 25% of cohort (national)

Discretionary AUM

Clients

0 accounts

Employees

Bottom 25% of cohort in ID

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Sep 29, 2026
Principal office: 828 8TH AVENUE, LEWISTON, ID, 83501
Phone: 208-746-3270
Website: https://www.clearwaterfinancialplanning.net

Assets & accounts

ADV Item 5F

Total regulatory AUM: $0
Discretionary AUM: $0
Non-discretionary AUM: $0
Discretionary accounts: 0
Non-discretionary accounts: 0
Total accounts: 0
AUM per client: —

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CLEARWATER FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEARWATER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

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.