Steven Stanganelli- Financial Advisor Amesbury, MA

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About Steven Stanganelli

Clear View Wealth Advisors LLC and Steve Stanganelli CFP provide fee-only financial planning services to individuals, couples, and small businesses throughout the US from offices located north of Greater Boston, Massachusetts. The firm is registered in Massachusetts, New Hampshire, and Texas and provides services remotely in other jurisdictions as allowed. The firm and the advisor provide comprehensive financial planning integrated with tax planning.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

CRD#

3217444

Firm CRD#

154094

Name of Custodial Firm

Folio Institutional , Shareholders Service Group, Betterment Institutional

States Licensed in

MA,NH,TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Fee-only financial planner, tax planner, and tax preparer since 2010 with twenty-plus years of additional experience in mortgage banking/lending.

Work with the following types of clients

Businesses, Individual Investors, 76861

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning for Individuals, Education Funding and Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Investment Advisor Representative

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

Certifications, Accreditations & Designations

CFP^®, CRPC^®, AEP^®

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

17450000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

18470589

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Hourly, Flat Fee

Additional Details on Charges

Most financial planning projects are based on fixed-fees depending on the scope and complexity of the planning services required. Investment management services are also available for fixed-fees instead of traditional variable asset management formulas.

Minimum Fee Charged for Hourly Planning Accounts

$600

Education

Chartered Retirement Planning Counselor -

College for Financial Planning
-

MS -

Bentley College
-

BA -

University of Massachusetts, Lowell
-

CFP Education Program -

Boston University & Tallahassee Comm Coll
-

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.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886575/paladinregistry-Clear-View-Wealth-Advisors-LLC-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Steven Stanganelli

Clear View Wealth Advisors LLC