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Business Description

We are an Oregon Limited Liability Company formed on April 12, 2017. Our principal business address is 3 Center pointe Dr., Suite 160, Lake Oswego, OR 97035, and our telephone number is (503) 579- 1000. We conduct business under our corporate name, ClearFP Franchising, LLC, and the names Clear Financial Partners and ClearFP. We do not conduct business under any other name. Our business includes the offer and sale of the ClearFP Advisor Program. Advisors get a license to use the ClearFP System and marks under the ClearFP Advisor Agreement attached as Exhibit A to this Disclosure Document. Our agents for service of process in the various states where we do business are listed on Exhibit E to this Disclosure Document.

Prior Experience

We have offered the ClearFP Advisor Program since May 2017. Our founder, Tim Clairmont, has been in the financial services industry since 1997. He owns ClearFP and its affiliates. Clear Financial Partners, Inc., an Oregon corporation incorporated on March 3, 2014 (“ClearFP Inc.”) and ClearFP IP, LLC, an Oregon limited ‘Liability Company formed July 26, 2017 (“ClearFP IP”). We do not offer and have not offered franchises in any other line of business, but ClearFP Inc. previously licensed non franchised independent contractors in Oregon. ClearFP Inc. owns and operates a ClearFP Office in Lake Oswego, Oregon. We do not own or operate any other ClearFP offices. We retain the right to open additional ClearFP offices. The predecessors of ClearFP Inc. are (i) Clear Financial Partners, Inc. an Oregon corporation, formed December 2, 2011 and dissolved September 24, 2012; and (ii) Clairmont Financial Partners, an Oregon sole proprietorship that operated from 1999 until 2011.

Business Offered

Two Types of ClearFP Advisor a Brokerage Advisor (i) applies to be a registered industry advisor representative and investment adviser of the Brokerage or (ii) sells insurance products through the Brokerage (see Item 8). A Non Brokerage Advisor uses suppliers other than the Brokerage. Franchise Disclosure Document Initial and Annual ClearFP System Fee the Initial Fee (for the initial one-year term) is $5,000 for Non-Brokerage Advisors and $3,000 for Brokerage Advisors. The Annual Fee (for subsequent terms) is also $5,000 for Non-Brokerage Advisors and $3,000 for Brokerage Advisors. This fee includes all coaching. This fee is considered earned on receipt, and is not refundable. This fee can be reduced using the ClearFP recruitment incentive, as follows; for each new Advisor that is referred by you, you receive a discount of One Thousand Dollars ($ 1,000) for each full year in which the recruited Advisor remains an Advisor in good standing with ClearFP, up to a total potential discount of Three Thousand Dollars ($3,000). Your license to use the ClearFP System and the ClearFP marks does not become effective until we notify you that you have satisfied all of the pre-opening conditions set forth in the ClearFP Advisor Agreement. See Sections 1.7, 1.9 and 3.3 of the ClearFP Advisor Agreement

Initial Fees

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Financing

We do not offer direct or indirect financing. We do not guarantee your note, lease or obligation.

Franchisee Revenue and Profit

The FTC's Franchise Rule permits a franchisor to provide information about the actual and potential financial performance of its franchised and/or franchisor-owned offices, if there is a reasonable basis for the information, and if the information is included in the Disclosure Document. Financial performance information that differs from that included in Item 19 may be given only if: (1) a franchisor provides the actual records of an existing office you are considering buying; or (2) a franchisor supplements the information provided in this Item 19, for example, by providing information about possible performance at a particular location or under particular circumstances. We do not make any representations about an Advisor's future financial performance or the past financial performance of company-owned or franchised outlets. We also do not authorize our employees or representatives to make any such representations either orally or in writing. If you are purchasing an existing outlet, however, we may provide you with the actual records of that outlet. If you receive any other financial performance information or projections of your future income, you should report it to our management by contacting Tim Clairmont at Three Center pointe Dr., Suite 160, Lake Oswego, OR 97035, (503) 579-1000, and the Federal Trade Commission, and the appropriate state regulatory agencies.