Clearview Wealth Management

Clearview Wealth Management, LLC is an SEC-registered investment adviser based in Irvine, California, established in 2018 by Mark Phillips. The firm offers wealth management consulting, financial planning, investment management, retirement plan consulting, and tax preparation services. Clients can engage the firm for financial planning on an hourly or fixed-fee basis, with fees ranging from $600 to $10,000 per year. Investment management fees are charged as a percentage of assets under management, with a maximum fee of 2.25%. The firm provides retirement plan consulting services for qualified plan sponsors, with fees ranging from $3,000 to $60,000 per year. Clearview Wealth Management utilizes various investment strategies, including dollar-cost averaging, asset allocation, technical analysis, fundamental analysis, quantitative analysis, and qualitative analysis. The firm does not charge performance-based fees and serves individuals, trusts, estates, charitable organizations, pension/profit sharing plan sponsors, and corporations. Clients have the option to custody their assets with Schwab Institutional or other custodians. The firm does not have custody of client accounts and does not vote proxies for client securities. No material changes have been reported since June 1, 2024, and the firm has a stable financial condition.