ClearVista Financial

What ClearVista Financial does

ClearVista Financial is a privately held, faith-based financial advisory firm headquartered in Waco, Texas, founded in 2008. The firm delivers a comprehensive suite of advisory services to individual clients and small business owners, including financial planning, active investment management, retirement plan advisory, tax strategies, Social Security optimization, insurance coverage evaluation, and planned giving. Its core differentiator is the integration of biblical principles into financial planning, with advisors holding the Certified Kingdom Advisor (CKA) designation. The firm is licensed to serve clients across 12 U.S. states (AZ, CA, CO, FL, GA, MD, MO, NC, NM, TN, TX, WA) and operates four physical offices in central Texas (Waco, Austin, Temple, and Brownwood).

Service delivery is human advisor-based via scheduled phone and in-person consultations, with no proprietary technology platforms disclosed. Securities are offered through Cambridge Investment Research, Inc. (a FINRA/SIPC member broker-dealer) and advisory services through Cambridge Investment Research Advisors, Inc. (a Registered Investment Advisor), making ClearVista an independent RIA under the standard Cambridge affiliation model. The firm employs 1-10 people and references three named professionals (Founder Mark Trice, Financial Advisor Jesse Hamilton, and team member Sam Chapman).

The go-to-market combines content-led top-of-funnel marketing with relationship-led conversion. The Spend Life Well Show podcast (200+ weekly episodes), a blog, a monthly ClearVista Financial Perspectives livestream, social channels (Facebook, X, LinkedIn, Instagram, YouTube, Vimeo), and an email newsletter via Constant Contact drive awareness among faith-minded individuals and pre-retirees. Prospects convert through no-obligation consultations booked via an online scheduling link, and the firm extends reach into credit-union member bases through embedded partnerships with First Central Credit Union (Waco and Brownwood), S&W Employees Credit Union (Temple), and Texas DPS Credit Union (Austin). The firm is privately held with no disclosed funding, ownership outside the founding team, or parent company.

Name

ClearVista Financial

Legal name

ClearVista Financial

Website

https://clearvistafinancial.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

ClearVista Financial is a Waco, Texas-based, faith-based financial advisory firm offering financial planning, investment management, tax and Social Security strategies, and insurance evaluation to individual clients across 12 U.S. states.

Ownership category

akta.pro rank

Product category

Personal Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Faith-based financial planning
• Retirement plan advisory
• Investment management services
• Tax strategy advisory
• Social Security optimization

Headquarters

HQ city

Waco

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: ClearVista Financial generates revenue through fee-based advisory services. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA & SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The firm likely charges advisory fees based on assets under management (AUM) or flat fees for financial planning services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

ClearVista Financial delivers fee-based financial advisory services grounded in biblical principles. The firm offers comprehensive financial planning, active investment management, retirement plan advisory, tax strategies, Social Security optimization, insurance coverage evaluation, and planned giving advisory. Services are delivered through personalized consultations with advisors holding the Certified Kingdom Advisor (CKA) designation, with securities offered through Cambridge Investment Research, Inc.

Product overview

ClearVista Financial offers a comprehensive suite of faith-based financial advisory services built around biblical principles. Their core offerings include Financial Planning, Active Investment Management, Retirement Plan Advisory, Tax Strategies, Social Security Strategies, Insurance Coverage Evaluation, and Planned Giving Advisory. These services are delivered through personalized consultations and educational content, including The Spend Life Well Show podcast and monthly Market Update webinars. The firm operates primarily in Texas with locations in Waco, Austin, Temple, and Brownwood, and serves clients across multiple states including AZ, CA, CO, FL, GA, MD, MO, NC, NM, TN, TX, and WA.

Differentiator

Problem solved

Functional benefit

Brands

• The Spend Life Well Show: A weekly podcast hosted by Mark Trice discussing practical financial principles based on biblical wisdom, covering topics such as budgeting, investing, retirement planning, tax strategies, and market updates.

Products and services

• Financial Planning

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Cambridge Investment Research, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA & SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. This is the primary channel through which ClearVista provides investment products and advisory services to clients.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Others

• Kingdom Advisors: Professional association that grants the Certified Kingdom Advisor (CKA) designation held by ClearVista's advisors. Operates as an enabling ecosystem player training, credentialing, and connecting faith-based advisors — comparable as the upstream credentialing body rather than a competitor.

Broad incumbents

• Edward Jones: Large U.S. financial advisory firm providing financial planning, retirement, and investment services to individual investors through a national branch network. Overlaps directly with ClearVista's holistic planning offering but at much greater scale and with generalist (rather than faith-based) positioning.
• Cambridge Investment Research: Independent broker-dealer and RIA platform through which ClearVista offers its securities and advisory services. Comparable in that it supports thousands of small affiliated RIAs with a similar operating model — financial planning, AUM-based fees, multi-state licensing — at vastly greater scale.
• LPL Financial: Largest U.S. independent broker-dealer, supporting a network of affiliated financial advisors and RIAs practicing financial planning, retirement, and investment advisory. Same affiliation-platform model as ClearVista's Cambridge relationship, but at a national scale with broader product and tech stack.
• Fidelity Investments (Wealth Management): Diversified financial services firm with a sizable wealth management arm offering financial planning, retirement, and investment services. A broad incumbent alternative ClearVista's mass-affluent and pre-retiree clients could default to, especially as Fidelity has been expanding values-aligned/faith-screened product sets.
• Ameriprise Financial: Diversified wealth management and financial advisory firm offering comprehensive financial planning, investment management, and retirement advisory services. Comparable in service breadth (planning, investments, retirement, tax-aware advice) to ClearVista, but a broad incumbent.
• Northwestern Mutual: Large U.S. mutual company providing financial planning, wealth management, retirement, and insurance solutions through a national advisor network. Overlaps with ClearVista's full-service planning + insurance + retirement value proposition at much greater scale.
• Charles Schwab Wealth Advisory: Custodian-aligned wealth advisory program serving individuals across retirement, investment management, and financial planning. Competes with ClearVista for the same end clients (especially the pre-retiree segment) but through a scaled, lower-fee, digitally enabled platform.

Direct peers

• Ronald Blue Trust: Faith-based, fee-only RIA that provides comprehensive financial planning, investment management, and estate/legacy services to Christian individuals and families — the closest comparable in business model and target market to ClearVista, operating from a scaled central office.
• GuideStone Financial Resources: Faith-based financial services organization (Southern Baptist-affiliated) offering retirement plans, insurance, and personal financial planning to Christian constituents — overlap with ClearVista in retirement planning and faith-aligned services, though delivered through denomination-linked distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/clearvistateam
• YouTubeyoutube.com/channel/UCIeRGGcyK52GKbkCjmZX1ZQ
• Facebookfacebook.com/ClearVistaFinancial
• LinkedInlinkedin.com/company/clearvistafinancial
• Instagraminstagram.com/clearvistafinancial

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ClearVista Financial