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Jeremy Guay

Clear Creek Financial Management, LLC
22 Years of Experience
Meridian, ID
2 Disclosures
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Jeremy Guay is a registered investment advisor at Clear Creek Financial Management, LLC, based in Meridian, ID, with 22 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,003 clients with $1.9B in assets under management.

Clear Creek Financial Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
4,003 clients
Average Client Portfolio
$464K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% and is negotiable. Billed monthly in arrears or quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Meridian, ID

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2013
Settled
Criminal
June 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Clear Creek Financial Management, LLC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2016 - September 2019 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - September 2019 · 3 yrs 5 mos
Key Investment Services LLCBroker
October 2010 - April 2016 · 5 yrs 6 mos
Key Investment Services LLC
October 2010 - April 2016 · 5 yrs 6 mos
Edward Jones
May 2009 - October 2010 · 1 yr 5 mos
Edward JonesBroker
May 2009 - October 2010 · 1 yr 5 mos
Morgan Keegan & Company, INC.Broker
February 2007 - February 2009 · 2 yrs
Amsouth Investment Services, INC.Broker
June 2005 - February 2007 · 1 yr 8 mos
Morgan Stanley
May 2004 - May 2005 · 1 yr
Morgan Stanley Dw INC.Broker
April 2004 - May 2005 · 1 yr 1 mo
State Registrations1 state
ID
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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