CLARITY FINANCIAL

Overview

Clarity Financial operates as a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm manages a concentrated book of business, favoring pooled public funds—primarily mutual funds—and separating core investment management from project-based planning work through hourly and fixed-fee engagements. With its entire asset base custodied at Charles Schwab & Co., Inc., the firm runs straightforward, custody-friendly portfolios rather than a complex multi-custodian platform. Investment activity centers on diversified mutual fund allocations supplemented by selective separate account management. Clarity Financial does not position itself as an active ESG investor, capital allocator, or pension consultant; instead it appears to deliver hands-on planning and portfolio oversight to a limited number of households, emphasizing accessible fee arrangements and a direct advisory relationship.

Assets & Accounts

Investments & Alternatives

Location & Offices