CLARITY WEALTH ADVISORS
SEC RegisteredAbout the firm
Clarity Wealth Advisors works with clients to provide customized solutions, striving to serve as each client's personal CFO. Their approach begins by identifying each client's investment goals, risk tolerance, tax implications, and specific income needs, and builds a disciplined financial plan as the foundation for financial independence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including construction of diversified portfolios using equities, fixed income securities, alternative assets, and cash; investment vehicles include individual securities, ETFs, ETNs, and mutual funds; portfolios are customized based on each client's unique circumstances using an asset allocation approach with strategic allocation and scenario analysis.
Who they serve
Individual clients seeking financial independence, with consideration of their current financial situation, expectations, values, goals, risk tolerance, and time horizon.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 113 | $35M |
| High Net Worth Individuals | 223 | $678M |
| Charitable Organizations | 4 | $20M |
| State/Municipal Entities | 2 | — |
38 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 1.25% |
| $2,000,001 - $3,000,000 | 0.90% |
| $3,000,001 - $4,000,000 | 0.85% |
| $4,000,001 - $5,000,000 | 0.80% |
| Above $5,000,000 | 0.75% |
Data as of March 25, 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. CLARITY WEALTH ADVISORS 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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