CLARITY FINANCIAL PLANNERS

Overview

Clarity Financial Planners is an independent, individually owned RIA that focuses on serving individuals and families with fee-based advisory services charged as a percentage of assets under management. The firm’s advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and pension consulting services. While Clarity provides pension consulting as part of its service mix, it does not present itself as a capital allocator and is not an active ESG investor. Investment behavior is equity-oriented: the firm reports a strong preference for exchange-traded equities as the primary vehicle for client portfolios. Its platform appears built around liquid, publicly traded instruments and mutual funds rather than private fund or alternative allocations. The firm is SEC-registered and operates under a limited liability company structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices