CLARIS FINANCIAL ADVISORS, INC.

Overview

Claris Financial Advisors, Inc. operates as a small, independent registered investment adviser that focuses on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and educational seminars. It also functions as an insurance broker, which feeds into its use of annuities and other insurance-based solutions within client programs. Investment activity centers on pooled public vehicles — primarily mutual funds — for core portfolio construction, while the firm supplements those allocations with third‑party alternative managers when appropriate. Claris charges a mix of percentage‑of‑AUM, hourly, and fixed fees, giving it flexibility to serve both ongoing advisory relationships and one‑off planning or project work. The adviser is not identified as an active ESG investor and is not listed as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices