Clarity Advisors

Overview

Clarity Advisors is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it supplements those services with pension consulting and educational seminars. Its fee arrangements include percentage-of-AUM fees alongside fixed and other fee structures, which suggests a mix of ongoing advisory relationships and project-based work. Investment activity is concentrated in liquid, manager-delivered products rather than direct securities selection. The firm does not characterize itself as an active ESG investor and is not structured as a multi-state adviser, so its client base appears primarily local or regional. Clarity Advisors relies on third-party managers for alternative exposure rather than running in-house alternatives, and it positions mutual funds as the primary implementation vehicle for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices