Clear Wealth Partners

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About Clear Wealth Partners

We are based in Lancaster, Pennsylvania, serving clients across the region. Our clients retire here, raise families here, and stay involved in these communities for decades. That local connection isn't just convenient. It shapes how we understand your life and priorities.

See Disclosures

General Information

Firm Start Year

2020

No. of Employees

Firm CRD#

8032

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, 401K Rollovers

Compliance

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032

Additional Detailed Disclosures
https://content.commonwealth.com/media/Roda_Mark_WiserAdvisor_Promoter_Disclosure.pdf

Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Commonwealth Advisor(s) associated with this profile may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck.

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