This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-27-2009
- Office Locations
- 1
Office Locations
About Clerestory Advisors, INC
Clerestory Advisors is a fee-only financial planning and investment management firm in Bloomington, MN serving the Minneapolis-St. Paul area. The team works primarily with couples, independent women, young professional families, and people approaching retirement, delivering wealth management plus retirement, tax, and estate planning. Their planning-first, tax-integrated approach addresses items like Roth conversions, RMD and Social Security timing, and charitable giving. Client assets are custodied at Schwab, and pricing is structured as flat annual fees.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 61 clients, or 30.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on January 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Clerestory Advisors, INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Clerestory Advisors, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Elizabeth Ann Alf
Chief Compliance Officer, Principal Owner
- CRD
- #6693900
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Joseph Edward Limond
Financial Planner
- CRD
- #6763264
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,615,195 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,615,195 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Clerestory Advisors, INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.