Broker Check

Who we are

Clear Perspectives Financial Planning is a group of expert financial advisors centrally located in Cincinnati. We serve families throughout the United States and internationally. Our advisors do this work because we love helping people gain peace of mind. We bring a wealth of experience from other fields, including corporate finance, nonprofits, marketing, and engineering.

Highly-qualified fiduciaries: We are fiduciaries and Certified Financial Planner™ professionals. The CFP® certification includes background checks and a ten-hour exam. As fiduciaries, we are committed to place the interests of our clients ahead of our own. That's how we designed our business, and we would never have it any other way. 

Fee-only: Fees comprise our only revenue. We do not accept payments or incentives from fund managers, insurance salespeople, or anyone else. Can your current advisor say the same? 

Fee schedule: Clients receive comprehensive financial planning for a fee based upon the value of their investments that we manage. Our fee structure begins at 1% of managed assets ($250,000 asset minimum) per year, billed quarterly. Your fees are reduced to under 1% when your portfolio exceeds $500,000, $2MM and $4MM.