CLEAR INVESTMENT RESEARCH, LLC
SEC RegisteredOUR RESEARCH YOUR BENEFIT
About the firm
Clear Investment Research (CiR) is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC) that provides financial planning and investment advisory services to individuals, families, and businesses with retirement plans, endowments, or foundations. CiR operates on a fee-only business model and performs investment advisory services in a fiduciary capacity. The firm applies investment strategies drawn from experience working with large pension and defined contribution plans to help clients mitigate investment risk and meet their investment goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
CiR offers financial planning and investment advisory services including retirement and financial planning, tax planning, risk management planning, cash management and budgeting, education planning, investment planning and advisory services, stock option planning (ISOs and NSOs), estate planning, charitable giving, and generation skipping planning for individuals; and defined contribution plans, defined benefit plans, non-qualified plans, and endowments and foundations services for businesses.
Who they serve
Individuals, families, and businesses with retirement plans, endowments, or foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 68 | $15M |
| High Net Worth Individuals | 47 | $104M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 17 | $4.1B |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $300,000 | 0.99% |
| Next $200,000 | 0.75% |
| Next $500,000 | 0.60% |
| Next $500,000 | 0.50% |
| Above $1,500,000 | 0.40% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLEAR INVESTMENT RESEARCH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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