Clarendon Wealth Management
Clarendon Wealth Management is a fee-only, fiduciary Registered Investment Adviser based in Arlington, Virginia, providing comprehensive financial planning to retirees, executives, federal employees, and inherited wealth recipients across Northern and Central Virginia through a 5-step planning methodology.
- Company typePrivate
- Founded2000
- HeadquartersArlington, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Clarendon Wealth Management does
Clarendon Wealth Management is a fee-only, fiduciary Registered Investment Adviser founded around 2000 and headquartered in Arlington, Virginia, with a secondary office in Charlottesville, Virginia. The firm provides comprehensive financial planning services to individuals and couples in or approaching retirement, corporate executives and business owners, federal government executives, and inherited wealth recipients across Northern and Central Virginia, with virtual service available nationwide. Service offerings span retirement, estate, education, charitable, investment, risk management, and tax planning, delivered through a proprietary 5-Step Meaningful Wealth Process methodology.
The firm operates with a small team of 7-8 credentialed professionals (CFP®, CIMA®, CPWA®, FPQP®), anchoring its technology on third-party platforms for planning and reporting: Commonwealth Financial Network's Investor360° for portfolio management and account aggregation, alongside eMoney, MoneyGuidePro, RightCapital, WealthScape, AssetMark, and others. Brokerage, custody, and clearing are provided through Commonwealth Financial Network and National Financial Services LLC (a Fidelity affiliate), with SIPC coverage. The firm itself does not build proprietary technology.
Clarendon's revenue model consists of two streams: a one-time financial planning consulting fee of $3,000-$7,000 per new client (with the 6-8 week planning process), and recurring annual asset management fees of 0.50%-1.25% of AUM. The firm operates strictly on a fee-only fiduciary basis with no commissions or proprietary product sales. New client onboarding is deliberately capped at 15-20 households per year to preserve service quality, with average client AUM of approximately $1 million (no stated minimum). Customer acquisition is driven primarily by referrals and word-of-mouth, supported by content marketing, educational webinars, and community engagement.
Clarendon Wealth Management firmographics
Firmographics- Name
- Clarendon Wealth Management
- Legal name
- Clarendon Wealth Management
- Website
- https://clarendonwealth.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Clarendon Wealth Management is a fee-only, fiduciary Registered Investment Adviser based in Arlington, Virginia, providing comprehensive financial planning to retirees, executives, federal employees, and inherited wealth recipients across Northern and Central Virginia through a 5-step planning methodology.
- Ownership category
- akta.pro rank
Clarendon Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Clarendon Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Arlington
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Clarendon Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Planning Consulting Fee: One-time consulting fee charged to develop the initial comprehensive financial plan. This is a flat fee based on complexity of the client's financial situation, ranging from $3,000 to $7,000. The planning process typically takes 6-8 weeks.
- Asset-Based Management Fee: Annual asset management fee calculated as a percentage of assets under management. Fee ranges from 0.50% to 1.25% per year based on client situation and amount of assets overseen. This fee-only fiduciary model ensures interests are aligned with clients as they are not compensated through commissions or commissionable products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Multi-year contract | Initial Financial Plan - Complexity-based flat fee |
| Subscription | Annual | Annual Asset Management - Percentage of AUM |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Clarendon Wealth Management product offering
Product offeringCore offering
Clarendon Wealth Management delivers fee-only fiduciary financial planning and investment advisory services to individuals and families across eight core service areas: retirement, estate, education, general wealth, charitable, investment, risk management, and tax planning. Services are structured through the firm's proprietary 5-Step Meaningful Wealth Process and backed by Commonwealth Financial Network for custody, brokerage, and platform support. Initial financial plan development is priced at a flat $3,000-$7,000 fee, with ongoing asset management billed annually at 0.50%-1.25% of assets under management.
Product overview
Clarendon Wealth Management is a comprehensive financial planning firm that offers a unified suite of wealth management services rather than a software platform. The core offering consists of eight primary service areas: Retirement Planning, Estate Planning, Education Planning, General Wealth Planning, Charitable Planning, Investment Planning, Risk Management, and Tax Planning. These services are delivered through the firm's proprietary 5-Step Meaningful Wealth Process methodology, which guides clients from initial consultation through ongoing plan reviews. The firm operates as a fiduciary, providing objective financial advice tailored to individual client needs, with support from their partner Commonwealth Financial Network for investment management and account administration.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Evaluates the client's current financial standing and creates accumulation and distribution strategies to help them work toward a desired retirement lifestyle. Intended for pre-retirees and retirees seeking sustainable retirement income.
- Estate Planning Collaborates with estate planning attorneys to coordinate a master plan for the management and eventual distribution of assets. Designed for individuals and families with multi-generational wealth transfer goals.
- Education Planning Provides guidance to develop savings and investment strategies to effectively meet education expenses for families. Targeted at families planning for college or private-school education costs.
- General Wealth Planning Employs strategies designed to transition wealth through proactive financial planning across life stages. Intended as an overarching wealth planning engagement for high-net-worth individuals.
- Charitable Planning Uses sound planning to help clients make a meaningful difference for charitable causes they care about, including gifting and philanthropic strategies. Aimed at clients with charitable giving goals.
- Investment Planning Reviews investment needs, asset allocation, and suitability of different types of securities in light of client goals and risk tolerance. Delivered on a fiduciary basis through Commonwealth Financial Network's managed account and security universe.
- Risk Management Helps minimize financial losses potentially associated with risks to assets, business, or health, including insurance and protection strategies. Intended for individuals and business owners with exposure to financial risks.
- Tax Planning Considers tax implications of individual, investment, or business decisions with the goal of minimizing tax liability. Intended for individuals and business owners seeking tax-efficient planning.
- Financial Planning Consulting Service One-time comprehensive financial plan development engagement, delivered over a 6-8 week process that includes data verification, strategy session, plan delivery and implementation steps. Flat fee ranges from $3,000 to $7,000 depending on the complexity of the client's financial situation.
- Ongoing Asset Management Service Annual asset management billed as a percentage of assets under management at 0.50% to 1.25% per year based on client situation and amount of assets overseen. Fee-only fiduciary model with no commissions or commissionable products, including annual reviews and semi-annual portfolio rebalancing.
Quantifiable outcome
- The firm keeps client intake limited to 15-20 new clients annually to maintain service quality
- +2 more outcomes
Companies that use Clarendon Wealth Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Clarendon Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
Clarendon Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Commonwealth Financial NetworkcoreCommonwealth Financial Network is an SEC-registered Investment Adviser and broker/dealer that provides the infrastructure behind Clarendon Wealth Management's services. As of December 31, 2024, Commonwealth oversees total account assets of $344 billion. The partnership provides access to independent market research, financial planning expertise, technology platform (Investor360°), and a wide universe of investment options including stocks, bonds, mutual funds, ETFs, alternative investments, managed accounts, and retirement plans. Fidelity Investments provides clearing, custody, and brokerage services through National Financial Services LLC. Commonwealth and NFS are SIPC members with excess of SIPC coverage through Fidelity.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Clarendon Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Large investment management firm with private client group and HNW focus; comparable on the investment management side but differs on comprehensive planning depth.
- Edelman Financial Engines: Large-scale financial planning and investment management firm with a planning-led engagement model and broad HNW/mass-affluent client base; overlaps with Clarendon on the integrated planning approach.
- Mariner Wealth Advisors: Large national wealth advisory firm with comprehensive planning, investment, tax, and estate services; while much larger, it competes in the same HNW segment and offers integrated fiduciary planning.
- Mercer Advisors: National fee-only RIA providing comprehensive financial planning, investment management, and tax services; larger scale but directly comparable HNW planning-led service model.
- Creative Planning: Large national fee-only RIA delivering comprehensive wealth management, tax, estate, and investment planning; broader scale and reach than Clarendon but with the same planning-led fiduciary model.
Direct peers
- Buckingham Strategic Wealth: Fee-only fiduciary RIA offering comprehensive financial planning and investment management; similar size and service model to Clarendon, also fee-only and planning-focused across HNW individuals.
- Wealthspire Advisors: Fee-only RIA providing comprehensive financial planning, investment management, and tax services to HNW clients; directly comparable to Clarendon in planning depth and HNW focus.
- Carson Wealth: National fee-based wealth management firm with comprehensive financial planning and a similar advisor-affiliated model; comparable on service breadth and planning-first approach.
- Abacus Wealth Partners: Fee-only fiduciary RIA offering comprehensive financial planning and investment management to HNW individuals; similar fee structure, planning philosophy, and target client profile.
Others
- Commonwealth Financial Network: Strategic partner and broker-dealer/custodial infrastructure for Clarendon; a relevant industry comparable given its $344B in supported advisor AUM and the practitioner-affiliate model Clarendon operates within.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Clarendon Wealth Management social profiles
Digital presenceClarendon Wealth Management compliance and trust
Trust signalCompliance2 records
Clarendon Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clarendon Wealth Management leadership team
Management profileNumber of profiles
Profiles7 records
Clarendon Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clarendon Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clarendon Wealth Management
What does Clarendon Wealth Management do?
Clarendon Wealth Management delivers fee-only fiduciary financial planning and investment advisory services to individuals and families across eight core service areas: retirement, estate, education, general wealth, charitable, investment, risk management, and tax planning. Services are structured through the firm's proprietary 5-Step Meaningful Wealth Process and backed by Commonwealth Financial Network for custody, brokerage, and platform support. Initial financial plan development is priced at a flat $3,000-$7,000 fee, with ongoing asset management billed annually at 0.50%-1.25% of assets under management.
Is Clarendon Wealth Management a public or private company?
Clarendon Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Clarendon Wealth Management founded?
Clarendon Wealth Management was founded in 2000. It employs 1 to 10 people.
Where is Clarendon Wealth Management based?
Clarendon Wealth Management is headquartered in Arlington, United States, in the North America region.
How does Clarendon Wealth Management make money?
Two revenue lines are on record. Financial Planning Consulting Fee is the primary driver. The others are asset-Based Management Fee.
Who are Clarendon Wealth Management's main competitors?
Broad incumbents on record are Fisher Investments, Edelman Financial Engines, Mariner Wealth Advisors, Mercer Advisors and Creative Planning. Direct peers are Buckingham Strategic Wealth, Wealthspire Advisors, Carson Wealth and Abacus Wealth Partners. Commonwealth Financial Network is listed as an others.
Does Clarendon Wealth Management have an API?
No public API is recorded for Clarendon Wealth Management.
What industry is Clarendon Wealth Management in?
Clarendon Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 6282.