CRD: 291834
Clearview Financial Planning, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-03-2018
- Office Locations
- 1
Office Locations
About Clearview Financial Planning, Inc.
Clearview Financial Planning is a fee-only, fiduciary firm providing financial planning, investment management, and tax services, with a retirement-focused planning process. Portfolios use mutual funds and ETFs and may emphasize tax-efficient strategies. Custody is through Charles Schwab, a practical detail for distribution and wealthtech partnerships.
Reported data analysis
What the numbers show
Between March 7, 2025 and March 13, 2026, reported AUM increased 17.7%, from $32.2M to $37.9M.
Across 5 reported observations, AUM increased 16.1% between March 11, 2022 and March 13, 2026, from $32.6M to $37.9M.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 13, 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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Owner & Executives
DAVID CARLETON DICKERSON
Chief Compliance Officer, President
- CRD
- #2443212
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,543,881 | $938,597 |
| Non-Discretionary | $348,307 | $348,307 |
| Total | $37,892,188 | $924,200 |
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Separately Managed Accounts
SMA allocation detail is available
Clearview Financial Planning, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.