Ed Nelson, ChFC / Clear Trace

Specialties

Clear Trace offers comprehensive, fee-​based financial advice. Our services are based on over twenty years of practical business and financial experience focusing on the real-​life needs of people just like you.

We don’t sell any financial products nor do we receive any commissions. Our only compensation is what you pay for our professional advice. Clear Trace is a Registered Investment Advisor – this differentiates us from «financial advisors» because we are a fiduciary, meaning we must place your interest before ours.

Professional financial help goes far beyond picking stocks. Hiring an advisor arms you with expertise and resources with which to approach planning your financial future. This coaching and support can help you to smoothly endure and make the most of the circumstances in your life — career, marriage, children, assets, liabilities, etc.

We specialize in planning for:

Retirement

Education

Asset protection (insurance)

Tax reduction

Estate protection

Business

Investments

History

Established in 2007.

Helping businesses in their pursuit of excellence through management, financial, and technical consulting for over twenty years, Ed Nelson founded Clear Trace, LLC to further assist individuals without the bias of commissioned products. As a Registered Investment Advisor, his goal is to help individuals and their businesses achieve independence from traditional commission based financial «advice» by providing fee-​only services.

Meet the Business Owner

Ed N.

Business Owner

Ed is a Chartered Financial Consultant (ChFC) from the Louisville, Kentucky area.

Formerly with PricewaterhouseCoopers (when it was Coopers & Lybrand).

Over 20 years of manufacturing, finance, and management experience.

Microsoft CAAP, CPIM, and CDP professional.