CLARIS ADVISORS, LLC
SEC RegisteredRedefining the wealth management and investment experience
About the firm
At Claris Advisors, we help individuals, institutions and retirement plan sponsors understand the forces driving the market. We believe this is the best foundation for a solid, long-term investment plan. A plan based on academic research, not Wall Street hype.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary wealth management including financial planning with Monte Carlo analysis, retirement planning with Monte Carlo analysis, portfolio analysis, fixed income analysis, social security analysis, pension analysis, charitable planning, college planning, and estate planning.
Who they serve
Individuals, institutions, and retirement plan sponsors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 182 | $110M |
| High Net Worth Individuals | 140 | $774M |
| Charitable Organizations | 9 | $18M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $249,999 | 1.85% |
| $250,000 - $499,999 | 1.25% |
| $500,000 - $999,999 | 1.00% |
| $1,000,000 - $1,999,999 | 0.90% |
| $2,000,000 - $2,999,999 | 0.80% |
| $3,000,000 - $3,999,999 | 0.70% |
| $4,000,000 - $4,999,999 | 0.60% |
| $5,000,000 or greater | 0.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLARIS ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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