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ClearPlan Financial
ClearPlan Financial was established in 2007 by Robert Kloss, a JD and CFP professional. It operates as a multi-family office serving entrepreneurial families...
ClearPlan Financial
ClearPlan Financial was established in 2007 by Robert Kloss, a JD and CFP professional. It operates as a multi-family office serving entrepreneurial families through integrated advisory services. The firm focuses on real estate holdings and public equity positions. Confirmed holdings include stakes in Capital Group ETFs and Microsoft shares reported via 13F filings. Geographic activity centers on North America, with direct real estate assets in New York state. The firm maintains relationships with LPL Financial as custodian since 2007 and WNY Asset Management as investment advisor since 2020. Robert Kloss holds a private pilot license since 1998. No verifiable operational events occurred in the last 24 months.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Orchard Park
Corporate office
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
Principals
Robert Kloss
President and Founder
Christopher Urban
Financial Consultant
Sector focus
Frequently asked questions
Who runs investment decisions at ClearPlan Financial?
Robert Kloss serves as President and Founder. Christopher Urban joined as a financial consultant after merging his practice into the firm in 2020.
Is ClearPlan Financial structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple entrepreneurial families with fee-based wealth management.
What asset classes does ClearPlan Financial deploy into?
Confirmed exposure includes real estate through direct holdings and public equities via ETF positions and individual stocks such as Microsoft.
Where does ClearPlan Financial maintain its headquarters?
The firm is based at 6500 Sheridan Drive, Suite 200, Williamsville, NY 14221.
Does ClearPlan Financial maintain philanthropic structures?
Firm leadership and staff support Roswell Park Comprehensive Cancer Center and Shriners International, both focused on health initiatives in the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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