To provide investment advisory services such as financial planning and fee-based investment advice, an investment advisory representative must be affiliated with a registered investment advisor. Clearfocus Wealth Advisors chose Western Wealth Management, a registered investment advisor, to provide these services. Western Wealth Management, based in Golden, Colorado, provides advisory compliance oversight, legal document and reporting support, and general marketing and administrative services.

Clearfocus Wealth Advisors chose LPL Financial as its registered broker dealer and custodian of its clients' brokerage and advisory assets. LPL Financial is the primary source for tools, technology, and access to financial products. As of LPL's 2021 full-year earnings report, they provided services to nearly 20,000 financial advisors with more than $1.2 trillion in brokerage and advisory assets. LPL Financial has corporate offices in Texas, California, Massachusetts and South Carolina.