Steve Stanganelli
Clear View Wealth Advisors LLC
Amesbury, MA 01913
Meet Steve
Steve Stanganelli, MSF, CFP®, CRPC®, AEP® CERTIFIED FINANCIAL PLANNER ™ Professional CHARTERED RETIREMENT PLANNING COUNSELORSM ACCREDITED ESTATE PLANNER® Steve Stanganelli is a fiduciary fee-only financial planner and tax adviser offering holistic financial, tax, and estate planning and investment advice to clients nationwide since 1999. Steve holds a MS degree in Finance from Bentley College (Waltham, MA) and is a member of both the National Association of Personal Financial Advisors (NAPFA) and the National Association of Tax Professionals (NATP). Steve specializes in tax reduction and deferral strategies for business owners, investment property landlords, and those selling stock options or highly appreciated assets. He offers an integrated approach that includes tax preparation and tax planning that fits into a client's broader financial and estate plan. Steve Stanganelli is a five-star rated wealth adviser and board-certified financial planning professional who has over 25 years of experience helping individuals and businesses improve their bottom lines. Steve earned his Master of Science degree in Finance (MSF) from Bentley College with high distinction. He is also an honors graduate with a degree in economics from the University of Massachusetts – Lowell. Steve holds the designations of CERTIFIED FINANCIAL PLANNER ™, CHARTERED RETIREMENT PLANNING COUNSELOR ™, ACCREDITED ESTATE PLANNER ®, and college planning designation (CCFC®) based on testing and/or experience requirements.
How Steve charges
Starting at $2,500/year
$200
$600 - $24,000
$600 - $24,000
$600/3-hour session
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From the SEC record
Extracted from Steve’s Form ADV filing.
Total clients
45
Average account size
$532,846.13
FORM ADV
PART 2 BROCHURES
Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.
Verified fiduciary status
This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.