CLARITY WEALTH DEVELOPMENT, LLC

Overview

Clarity Wealth Development, LLC is an independent, SEC‑registered RIA (registered in 2021) organized as a limited liability company and owned by an individual. The firm serves individual and family clients, positioning itself as a capital allocator that blends fiduciary planning with delegated portfolio management. Its core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside managers when clients require specialized expertise. In practice the firm leans heavily on pooled public funds for core equity and fixed‑income exposure while retaining the flexibility to access third‑party managers for private market allocations. Fee arrangements are flexible and include a percentage of AUM alongside hourly and fixed fees, which supports both ongoing wealth management relationships and project‑based planning engagements. Clarity is not identified as an active ESG investor and does not currently operate as a multi‑state adviser or pension consultant.

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Location & Offices