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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 5, 2025 and February 5, 2026, reported AUM increased 0.8%, from $797.1M to $803.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 376 clients, or 94 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on February 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Clear Trail Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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JENNIFER ANNE NORRIS
Senior Client Service Manager
- CRD
- #5222181
Skyler Lee Seidman
Associate Wealth Advisor
- 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
SMA allocation detail is available
Clear Trail Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.