Clear Retirement Advice Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 292667
· SEC file 801-132499
· San Mateo, CA
· CLEARRETIREMENTADVICE.COM
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ADV data as of Mar 09, 2026
- Regulatory AUM
- $153M
- Discretionary
- $153M
- Clients
- 56
- Avg AUM / client
- $2.7M
- Accounts
- 218
- Employees
- 1
AUM over time
$108M
$153M
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $10.5M | 6.84% |
| High net worth individuals | 47 | $143M | 93.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Marshall Schwarz | Registered representative | CFP | Mar 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $85.6M (56% of AUM) Mar 2026
- Truist Financial Corp $67.8M (44% of AUM) Mar 2026
- Altruist Financial $67.8M (44% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗