OUR PLANS
At ClearView Financial, we believe in transparency and aligning our services with your goals. Our financial planning fees reflect the depth of experience, personalized attention, and comprehensive strategy we provide to help you make informed decisions across all areas of your financial life. Whether you're planning for retirement, navigating a major life event, or building long-term wealth, our fee structure is designed to be straightforward, fair, and value-driven.
STANDARD
A comprehensive, personalized financial roadmap designed to help clients achieve short- and long-term goals. This plan includes a detailed review of income, expenses, savings, investments, insurance, and retirement strategies. It provides actionable recommendations across core planning areas —such as cash flow management, risk protection, tax planning, and estate considerations—tailored to the client’s unique financial situation.
Fee for Service
$4,000
ADVANCED
A sophisticated, strategy driven financial plan designed for individuals and families with complex financial needs. This plan goes beyond foundational planning to incorporate advanced tax optimization, multi-generational wealth transfer strategies, business succession planning, charitable giving, concentrated equity management, and custom investment strategies. It integrates input from legal and tax professionals to create a coordinated approach that aligns with longterm goals, legacy intentions, and evolving financial dynamics.
Fee for Service
$6,000
PREMIUM
Advanced planning based on specific complex needs.
*Fee is determined based on complexity of the project
Fee for Service
Starting at $8,000
*This fee schedule is provided as a general overview. Fees for Financial Planning Services are negotiable and are based on a variety of factors including the services selected and complexity of your situation. Your actual fee may differ and will be disclosed in your Financial Planning Services Agreement. A complete explanation of fees and services is available in the MML Investors Services, LLC Financial Planning.