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Clairwell Financial Planning LLC

Clairwell Financial Planning LLC. CRD 328505

Clairwell Financial Planning LLC logo

CRD: 328505

Clairwell Financial Planning LLC

Annapolis, MD
4439492335
clairwellfp.com
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist · Truist Bank
Clients
Retail
Platforms
Momentum fusionEagle value +more
Established Date
11-14-2023
Office Locations
1

Office Locations

-- Annapolis MD

About Clairwell Financial Planning LLC

Clairwell Financial Planning is a boutique planning and wealth management firm focused on mature women navigating divorce. The firm provides “personal CFO” support—organizing finances, clarifying goals, and coordinating with legal, tax, and insurance professionals—while building values-aligned strategies for retirement and ongoing decision-making. Offered virtually or in person in downtown Annapolis, led by founder Bridget Borel.

Team overview

-- AVG AGE
$7.0M AVG AUM / ADVISOR
$780.1K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Quantum harbor Quantum focus Value eagle

Client Personas

Unison vertex Eagle

Custodian

Frontier ridge Element pathway Quantum Catalyst Focus summit Pioneer

Investment Themes

Capital Horizon Alpha optima Atlas

Investment Vehicles

Element Capital

Services

Eagle alpha North atlas Legacy Vector atlas Bridge Meridian

Technology

Vector Insight Value legacy

Owner & Executives

B

Bridget Kathryn Borel

Chief Compliance Officer, Chief Executive Officer, FOUNDER

CRD
#7546801
Ownership
75% or more
(769) 736-6639
matrix.insight@vitalcapital.com
in linkedin.com/in/harbor-value

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $7,020,538 --
Non-Discretionary $0 --
Total $7,020,538 --

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Separately Managed Accounts

Total SMA Asset: $7,020,538

$7.0M Total SMA
Public Funds:
59.8%
Cash:
40.2%
Asset class Assets Assets %
Public Funds $917,368,698 59.8%
Cash $616,692,670 40.2%
Total $1,534,061,368 100.0%

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