CLARITY INVESTMENTS + PLANNING LLC

Overview

Clarity Investments + Planning LLC is an independent registered investment adviser organized as an LLC and operating as a fee-based planner and portfolio manager for individuals, families and small-business owners. The firm delivers financial planning, discretionary portfolio management and the selection of outside advisers, and it positions itself as a capital allocator—meaning it can place client capital with external managers or pooled vehicles as part of client strategies. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Clarity does not identify itself as an active ESG investor and it does not serve as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices