Clearview Financial Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, education planning, estate planning, insurance, and tax planning.
Clearview Financial Partners reports 669 clients. They include 349 high-net-worth individuals, 278 individual clients, and 23 pension and profit-sharing plans. Of its assets, 100.0% ($1.06B across 803 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $320M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 6% |
| High-net-worth individuals | 52% | 82% |
| Pension and profit-sharing plans | 3% | 7% |
| Charitable organizations | <1% | 3% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 278 | $68.5M | 6.5% | $246K |
| High-net-worth individuals | 349 | $869M | 82.2% | $2.49M |
| Pension and profit-sharing plans | 23 | $79.2M | 7.5% | $3.45M |
| Charitable organizations | 6 | $30.7M | 2.9% | $5.12M |
| Corporations and other businesses | 13 | $10.3M | 1.0% | $795K |
| Total | 669 | $1.06B | 100% | $1.58M |
- Clients
- 278
- Regulatory AUM
- $68.5M
- AUM share
- 6.5%
- Avg. per client
- $246K
- Clients
- 349
- Regulatory AUM
- $869M
- AUM share
- 82.2%
- Avg. per client
- $2.49M
- Clients
- 23
- Regulatory AUM
- $79.2M
- AUM share
- 7.5%
- Avg. per client
- $3.45M
- Clients
- 6
- Regulatory AUM
- $30.7M
- AUM share
- 2.9%
- Avg. per client
- $5.12M
- Clients
- 13
- Regulatory AUM
- $10.3M
- AUM share
- 1.0%
- Avg. per client
- $795K
Total
- Clients
- 669
- Regulatory AUM
- $1.06B
- AUM share
- 100%
- Avg. per client
- $1.58M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Clearview Financial Partners charges 0.80%–1.50% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is available separately for a separate fee, not stated as an amount in this brochure.
David Fitzgerald owns 75% or more of Clearview Financial Partners. The leadership team of Clearview Financial Partners includes President David Fitzgerald. It has 8 employees, 5 of them in advisory roles.
Leadership
- David FitzgeraldPresident / Chief Compliance Officer / Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Andrew William Factor
- Jeffrey Mitchell Factor
- David Louis Fitzgerald
- Ian Edward Higgins
- Steven Richard Montgomery
- Winfield Ross Young
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- 1 soliciting firm
- Owns 75% or more of Clearview Financial Partners, LLC
David Fitzgerald
Control person · since December 2016
Clearview Financial Partners’ regulatory assets grew from $821M (March 2021) to $1.06B (July 2026); clients rose from 396 to 669 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.06B | 669 | 8 | 1 |
| March 2025 | $850M | 610 | 8 | 1 |
| March 2024 | $1.07B | 610 | 8 | 1 |
| March 2023 | $1.01B | 551 | 8 | 1 |
| March 2022 | $906M | 495 | 8 | 1 |
| March 2021 | $821M | 396 | 8 | 1 |
Besides its headquarters, Clearview Financial Partners has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 100 Matsonford Road, Building #5, Suite 110, RadnorHQ
Contact and registration details
- Legal name
- Clearview Financial Partners, LLC
- Headquarters
- 100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087
- Website
- cvfpartners.com
- Phone
- 610-293-9211
- SEC file
- 801-114244
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Clearview Financial Partners uses LPL Financial ($565M, 58%) and Charles Schwab ($416M, 42%) as custodians for its separately managed accounts. Clearview Financial Partners does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $565M58%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $416M42%
At year end, Clearview Financial Partners’ separately managed accounts were mostly in funds (60%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds60%
- Registered funds59%
- Pooled vehicles1%
- Bonds8%
- State and local bonds5%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash1%
Filed values cover 94%. The neutral 6% gap has no reported category.
How many clients does Clearview Financial Partners have?
Clearview Financial Partners has 669 clients and manages $1.06 billion for them, as of July 2026. They include 349 high-net-worth individuals, 278 individual clients, and 23 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026
What services does Clearview Financial Partners offer?
Clearview Financial Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Clearview Financial Partners charge?
Clearview Financial Partners charges 0.80%–1.50% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable.
Source: ADV 2A - FIRM DISCLOSURE BROCHURE, filed 25 June 2026
Which custodians does Clearview Financial Partners use?
Clearview Financial Partners’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $565M and Charles Schwab & Co., Inc. (San Francisco, CA), with $416M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026
How many financial advisors does Clearview Financial Partners have?
Clearview Financial Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Clearview Financial Partners invest in?
At the end of its last fiscal year, Clearview Financial Partners’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 5% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clearview Financial Partners?
Clearview Financial Partners’ direct owner is David Fitzgerald (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 July 2026
How does Clearview Financial Partners get paid?
Clearview Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Clearview Financial Partners registered with the SEC?
Yes, Clearview Financial Partners has been registered with the SEC as an investment adviser since 5 November 2018. Its CRD number is 286168 and its SEC file number is 801-114244.
Source: Form ADV Part 1A, Item 1, filed 28 July 2026; IAPD firm record
How do I contact Clearview Financial Partners?
Clearview Financial Partners’ main office is at 100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087. Its phone number is 610-293-9211. Its website is cvfpartners.com.