CLARIFIED WEALTH ADVISORY

Overview

Clarified Wealth Advisory is an independent registered investment adviser that works primarily with individual and family clients. The firm combines financial planning with discretionary portfolio management and client education, offering a mix of fee arrangements including AUM-based fees, hourly charges and fixed-fee engagements. The advisory approach leans toward equity-centered portfolios, and the firm reports an active ESG investing stance—meaning environmental, social and governance criteria are considered when selecting investments and managers. Service offerings emphasize customized planning and portfolio oversight for individuals and small businesses, plus workshops and educational programs. Given the firm’s small asset base and client count, the investment process appears tailored and hands-on rather than scaled or institutional; allocations are likely managed at the account level with direct oversight from the adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices