Clarus Wealth Advisors, LLC

RIASEC Registered
Total AUM
$305M
Discretionary
$305M
100% of AUM
Avg account
$320K
Accounts
953
Employees
13
Advisory reps
12

Firm details

Headquarters
Peoria, Arizona
CRD number
281160
Registered since
March 20, 2017
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals76.84%
  • HNWI23.02%
  • Charitable Organizations0.14%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clarus Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2017. The firm serves both individual and family clients as well as institutional clients, and offers financial planning plus portfolio management for individuals, small businesses, and other institutions. Its fee schedule is mixed — percentage of AUM, hourly engagements, and fixed fees — and the firm also operates in roles outside pure advisory work, including acting as a registered representative of a broker-dealer, insurance broker, and accountant. The firm’s client-facing approach blends discretionary portfolio management with planning and consultative services. Business activities and industry affiliations indicate a hybrid operating model that straddles advisory, insurance distribution, and accounting services, suggesting an integrated service offering for clients who want coordinated wealth, risk-transfer, and tax-adjacent planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 15%, Other 6%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities15%
  • Other6%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Theresa Fanning

    Theresa Fanning

    Chief Operating and Compliance OfficerCRD 2984994

  • Kenneth Hartley

    Kenneth Hartley

    Chief Investment OfficerCRD 2197816

Contacts

3 of 10
  • Donald Moenning

    Donald Moenning

    Portfolio ManagerCRD 6822600

  • Karine Beard

    Karine Beard

    Wealth ManagerCRD 1021375

  • Jonathon Staats

    Jonathon Staats

    Investment Advisor RepresentativeCRD 4762181

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 70

Active vs passive

$321M in ETFs

Passive

93%

$298M

Active

<1%

$22.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$25.6M32,9217.99%

Location

Primary office

Peoria, AZ

Maricopa

Location

Peoria, AZ

Headquartered in Peoria, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
9125 W Thunderbird Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth