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Clear Trail Advisors is made and published by
Clear Trail Advisors.
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The app name, icon, screenshots and description belong to Clear Trail Advisors and are shown as
published on the App Store.
About Clear Trail Advisors
Clear Trail Advisors is a finance app developed by Clear Trail Advisors.
User Ratings
Clear Trail Advisors is rated 5.00 out of 5 stars. The rating is based on 5 ratings.
App Information
Clear Trail Advisors is freely available from the App Store. The app size is 140.56 MB. The latest version available is 1.98.1. The last update was on September 15, 2026.
Technical Requirements
The app has a content rating of Everyone. The app has been available on the App Store since March 2026.
Description by Clear Trail Advisors(from the App Store)
The Clear Trail Advisors mobile application provides authorized clients with secure, convenient access to their financial portfolio and key account information through a simple, intuitive interface.
Clients can view portfolio balances, investment performance, account holdings, and other important financial details anytime, anywhere. The app is designed to support clarity and transparency, helping you stay informed and connected to your financial plan.
Clear Trail Advisors is an independent wealth management firm based in Houston, Texas. The firm serves high net worth families with a focus on retirement planning, income focused portfolio construction, and tax efficient strategies tailored to the needs of the “millionaire next door.” Clear Trail Advisors is led by Chairman Randy Price, CEO Matt Price, and President Matthew Kerns, and is committed to delivering objective, fiduciary advice.
Requirements: You must be an authorized Clear Trail Advisors client with approved access to the mobile application. Access credentials are provided by Clear Trail Advisors. If you would like to request access or have questions regarding eligibility, please contact Clear Trail Advisors directly.
Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.