Wealth manager Clear Trail Advisors launches with $850 million.  

Clear Trail Advisors, a wealth management firm based in Houston, made its official launch this week. The firm will be using Florida-headquartered Dynasty Financial Partners for middle and back-office support to strengthen its investment capabilities, introduce new planning and reporting tools, and position itself for long-term growth.

Led by chairman Randy Price, CEO Matt Price, and president Matthew Kerns, Clear Trail Advisors serves high net worth families, in particular advising on retirement. The firm specializes in building income-focused portfolios and providing tax-efficient planning strategies tailored to the needs of the “millionaire next door.” The team’s transition to independence reflects its principals’ commitment to delivering objective advice and more robust service offerings, the firm said in a statement.

“We have always focused on helping families navigate retirement with clarity, comfort, and confidence,” said Price. “Dynasty allows us to remain independent fiduciaries while gaining access to some of the most top tier research, technology, and operational support.” 

The Clear Trail Advisors team, formerly with Steward Partners, spent time evaluating how to improve client outcomes while retaining direct ownership. That process led them to select Dynasty, whose integrated platform offers scale without compromising independence – aligning with Clear Trail’s long-term approach to client service and growth. The Clear Trail team previously managed $850 million in client assets.

“As fiduciaries, we are always focused on how to serve our clients more thoughtfully and effectively,” Kerns added. “This move gives us the tools to do that while staying grounded in the approach our clients know and trust.” 

Clear Trail’s priorities – continuity, clarity, and control – are driving further improvements. The firm said it is rolling out upgraded planning capabilities, streamlined performance reporting, and more proactive client engagement. It selected Charles Schwab as its custodian, citing the firm’s scale, stability, and Texas presence.

“Clear Trail Advisors is exactly the type of firm we built Dynasty to support,” said Shirl Penney, founder and chief executive officer of Dynasty Financial Partners. “They serve a clearly defined client base, have strong leadership, and are deeply committed to independent, client-first advice."

Over the next two years, Clear Trail Advisors plans to expand its service model by hiring a director of financial planning and adding in-house tax expertise.

Dynasty Financial Partners, a provider of technology-enabled wealth management solutions and business services for financial advisory firms, concentrates on serving high net worth clients.