CLARITY FINANCIAL

Overview

Clarity Financial operates as an independent registered investment adviser organized as a sole proprietorship and owned by an individual. The firm serves individual and family clients and provides a mix of financial planning and portfolio management for individuals and small businesses, along with services that include selecting third‑party advisers, publishing newsletters or periodicals, and running educational seminars and workshops. Clarity Financial also functions as an insurance broker and describes itself as a capital allocator. Its fee arrangements include percentage‑of‑AUM billing as well as fixed fees and other fee structures. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices