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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway foundation
- Established Date
- 08-12-2025
- Office Locations
- 1
Office Locations
About Clear Trail Advisors, LLC
Clear Trail Advisors is a fee-only fiduciary retirement advisory firm serving families nearing or in retirement (over 80% of clients are retired). CFP professionals deliver holistic planning and portfolio management focused on recurring income and tax-efficient investing, guided by its proprietary Clear Trail Plan and “Family Index Number” tracking. The firm supports clients with webinars and the weekly Dividend Growth Digest; custody includes Schwab.
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Owner & Executives
MATTHEW STEPHEN KERNS
Chief Compliance Officer, President
- CRD
- #7206245
- Ownership
- Less than 5%
MATTHEW WILLIAM PRICE
Chief Executive Officer
- CRD
- #5939543
- Ownership
- Less than 5%
Horizon ridge
Alpha north frontier
- CRD
- #67323
- Ownership
- 5.9%
Showing 2 of 3 owners & executives
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JENNIFER ANNE NORRIS
--
- CRD
- #5222181
Skyler Lee Seidman
--
- CRD
- #8022039
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $803,109,913 | $389,104 |
| Non-Discretionary | $0 | -- |
| Total | $803,109,913 | $389,104 |
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Separately Managed Accounts
Total SMA Asset: $803,109,913
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $806,726,831 | 15.0% |
| Public Funds | $2,506,231,353 | 46.6% |
| Cash | $586,221,497 | 10.9% |
| Municipal Bonds | $1,478,999,189 | 27.5% |
| Total | $5,378,178,870 | 100.0% |