Broker Check

Our Firm

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

Credentials: 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, no commissions. 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. Fees are reduced for portfolio balances greater than $500,000, $2MM and $4MM.

Fees comprise our ONLY revenue. We take no commissions or kickbacks from fund managers. Can your current advisor say the same?