Clear Wealth Partners
1860 Charter Ln, Suite 203
Lancaster, PA 17601
7177151722
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
2-4
Firm CRD#
8032
Years of Experience in Financial Services
22
Number of Years with Current Firm
15
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
Yes
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org 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.