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This advisor or firm’s only method of compensation is a fee - just like you compensate other professionals and firms that you rely on for specialized knowledge, advice, and services.

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Paladin Research Report For:

Steven Stanganelli

Clear View Wealth Advisors, LLC

AEP® CFP® CRPC®
Steven Stanganelli, a financial fiduciary has been a Paladin Registry member since 2008. Steven is the owner of Clear View Wealth Advisors, LLC . Steven holds the Accredited Estate Planner® , Certified Financial Planner , Chartered Retirement Planning Counselor certifications and has over 30 years of experience. Steven provides financial services to clients in the Amesbury, Massachusetts area.
Telephone
Telephone: 978-388-0020
Visit Website
http://www.clearviewwealthadvisors.com

I. Snapshot

Part I provides key information about this advisor.
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 services.

G. Asset Requirement
  • None

II. Contact Information

Part II provides general contact information for this advisor.
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

Part III provides the information you need to use the Internet to conduct your own online research for this professional.
A. Visit Website
B. Social Connections
C. View Blog
D. View Articles

IV. Firm(s)

Part IV describes this advisor's relationship(s) with financial firms.
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

Part V documents the advisor's sources of financial knowledge.
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
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Merrimack Valley Estate Planning Council
  • National Association of Personal Financial Advisors

VI. Registration, Licensing,
Compliance

Part VI documents the advisor’s registrations, licensing, and compliance record(s).
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
    • Massachusetts
    • New Hampshire
  • 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

Part VII documents information that describes this advisor's business 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 services.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 31
D. Assets (Management, Advisement)
  • $11,104,114
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 (mo)
  • Market Environment (bi)
  • Newsletters (bi)
  • 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 as well as the National Association of Tax Professionals. Certified College Funding Specialist assisting with college funding, cash flow, and loan planning. Also registered in the State of New Hampshire (effective 2/18/2016)

VIII. Clients & Services

Part VIII documents this advisor's clients and services.
A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Other: High-Net Worth
  • Business (Taxable)
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

Advisors are required to certify the accuracy of the data in this Paladin Research Report. Advisors are responsible for keeping the report up-to-date.
Advisor Name
  • Steven Stanganelli
Most Recent Update:
  • Nov 2, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other

Divorce Planning, Tax Planning, College Financial Planning

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    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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