Edward Ignatius Anderson Iii

Current Employers

Employment History

• 05/2016 → Present
  Clearvue Financial Planning, Llc Dba Clearvue Financial Planning
  Alexandria, VA
• 05/2016 → 05/2018
  Clearvue Insurance Service, Llc Dba Clearvue Financial Planning
  Alexandria, VA
• 05/2020 → Present
  Clearvue Tax Advisors, Llc
  Alexandria, VA

Previous Registrations

• 2016-07-06 → 2022-12-31
  Clearvue Financial
  Fredericksburg, VA
  Alexandria, VA
  Alexandria, VA
  Alexandria, VA
• 2016-01-06 → 2016-05-25
  Cary Street Partners
  Fredericksburg, VA
  Richmond, VA
• 2013-11-05 → 2015-12-02
  Pnc Wealth Management Llc
  Springfield, VA
  Alexandria, VA
  Fredericksburg, VA
  Spotsylvania, VA
  Annadale, VA
  Kingstowne, VA
  Falls Church, VA
  Alexandria, VA
  Fredericksburg, VA
  Fredericksburg, VA
• 2012-09-17 → 2013-10-22
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Alexandria, VA
  Annandale, VA
  Annandale, VA

Other Businesses

ClearVue Tax Advisors, LLC, a separate legal entity owned, operated, and under common control of Edward I. Anderson III, M.S., CFP®, EA since May 2020. ClearVue Tax Advisors is non-investment-related, conducting tax planning and preparation services for existing ClearVue Financial clients and clients unaffiliated with ClearVue Financial. During tax season, typically early February through Mid April, the approximate number of hours devoted to tax preparation is roughly 15 per week, Sunday through Saturday. Many of the projects are completed early mornings, between 7 am to 9 am EST, and in the evenings, commonly outside trading hours per client availability. On the other hand, tax planning is part of ClearVue's comprehensive financial planning model and may occur at any time per client request. Note: For ClearVue Financial clients enrolled in premier planning services, preparation work is part of their monthly subscription (see https://www.clearvuefinancial.com/pricing). Because Edward Anderson is both firms' sole practitioner (only employee), there are no referral arrangements or conflicts between both entities. Mr. Anderson will only refer clients of ClearVue Financial to ClearVue Tax Advisors when it is in the client's best interest. Further, ClearVue Financial clients are free to select another entity that provides similar services to ClearVue Tax Advisors. Note: Edward is also a licensed insurance agent, registered in Virginia since 2011. As a fee-only advisory firm, ClearVue Financial only receives compensation from client fees (see https://www.clearvuefinancial.com/pricing) and DOES NOT solicit commission-based products, e.g., life insurance or annuities. This adjustment to the ClearVue business model explains why Edward has not actively engaged in the insurance business since 2018.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-12

Designations

Other Names

• Edward I Anderson
• Edward I Anderson
• Edward I Anderson
• Edward Ignatius Anderson