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PALADIN RESEARCH REPORT FOR:

Steven Stanganelli

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Telephone Advisor
978.388.0020

I. Snapshot

A. Registry Member
  • Since 2008
B. Years of Experience
  • 30
C. College Degrees
  • College for Financial Planning - Chartered Retirement Planning Counselor
  • Bentley College - MS
  • University of Massachusetts, Lowell - BA
  • Boston University & Tallahassee Comm Coll - CFP Education Program
D. Certifications
  • AEP®, CFP®, CRPC®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We believe in a "planning first" approach. We practice as a fee only planning firm acting in a fiduciary capacity with our clients. We cater primarily to couples as well as divorced and widowed individuals in need of trusted guidance while going through transitions. We strive to make our planning services accessible and reasonable to those who are busy launching their careers or growing their families. We offer reasonably priced flat fee investment or financial and tax planning service

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 100 Main Street
    Suite 13
    Amesbury, Massachusetts, 01913
C. Additional Locations
  • Wilmington, Massachusetts
    Burlington, Massachusetts
    Newburyport, Massachusetts
    Amesbury, Massachusetts
D. Telephone
  • 978.388.0020
E. Comments
  • Meetings by appointment

III. Internet

B. Social Connections
C. View Articles

IV. Firm(s)

A. Name of Firm
  • Clear View Wealth Advisors, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Clear View Wealth Advisors, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Folio Institutional
  • Shareholders Service Group
  • Betterment Institutional

V. Credentials

A. Years of Financial Experience
  • 30 Years
B. College, Degrees, Years
  • College for Financial Planning - Chartered Retirement Planning Counselor
  • Bentley College - MS
  • University of Massachusetts, Lowell - BA
  • Boston University & Tallahassee Comm Coll - CFP Education Program
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Merrimack Valley Estate Planning Council
  • National Association of Tax Professionals

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • State - Massachusetts
C. Industry Licenses
  • None
D. Registration & License Numbers
  • CRD: CRD: 3217444 / IARD: 117715
  • IARD: 154094
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
  • Investment Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • FEE-ONLY financial planning and investment advisory services are offered by Clear View Wealth Advisors, LLC., a registered investment advisor in the Commonwealth of Massachusetts and... View More
    FEE-ONLY financial planning and investment advisory services are offered by Clear View Wealth Advisors, LLC., a registered investment advisor in the Commonwealth of Massachusetts and State of New Hampshire. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents in any other state.
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    We believe in a "planning first" approach. We practice as a fee only planning firm acting in a fiduciary capacity with our clients. We cater primarily to couples as well as divorced and widowed individuals in need of trusted guidance while going through transitions. We strive to make our planning services accessible and reasonable to those who are busy launching their careers or growing their families. We offer reasonably priced flat fee investment or financial and tax planning service

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 102
D. Assets (Management, Advisement)
  • $3,808,611
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Other:
G. Types of Reports (Frequency)
  • Brokerage Statement (Monthly)
  • Market Environment (Bi-Monthly)
  • Newsletters (Semi-Annually)
  • Other: Blog Postings
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Member of National Association of Personal Financial Advisors (NAPFA), nation's leading organization for fiduciary fee-only financial planners. Also registered in the State of New Hampshire (effective 2/18/2016)

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Other: High-Net Worth
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
  • Other
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • College Funding; Tax Planning; Divorce Settlement Planning

IX. Certification

Advisor Name
  • Steven Stanganelli
Most Recent Update:
  • Mar 14, 2017

Other

Divorce Planning, Tax Planning, College Financial Planning