Clearwater Financial Planning, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 344096
· SEC file 801-137394
· Lewiston, ID
· www.clearwaterfinancialplanning.net
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ADV data as of Aug 27, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 27, 2026.
View current Form ADV (SEC/IAPD) ↗