CLEAR POINT ADVISORS, INC.
SEC RegisteredWorking to Preserve & Grow your Wealth
About the firm
Clear Point Advisors Inc. is an independent, fee-only registered investment advisory firm that developed the Global Plus asset allocation program using no-load mutual funds, exchange traded funds, and individual securities. As fiduciaries, they offer personalized investment management and retirement planning services to a limited number of clients, with portfolios tailored to individual goals and risk tolerance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only investment management through the Global Plus asset allocation program; retirement planning and retirement needs analysis; portfolio design based on modern portfolio theory with diversification across multiple asset classes; ongoing portfolio monitoring and quarterly performance reporting.
Who they serve
Investors, including sophisticated investors, and individuals planning for retirement who seek personalized, private, and exclusive advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 65 | $27M |
| High Net Worth Individuals | 82 | $220M |
| Charitable Organizations | 4 | $6.3M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 POINT ADVISORS, INC. 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.