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CLEAR RETIREMENT ADVICE LLC

SAN MATEO, CA · CRD 292667 · IAPD ↗ · clearretirementadvice.com · 650-446-5440

$153.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CLEAR RETIREMENT ADVICE LLC reported RAUM up 42% ($108.2M -> $153.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — CLEAR RETIREMENT ADVICE LLC (SAN MATEO, CA) is newly SEC-registered with $108.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.