Clarity Financial

Overview

Clarity Financial is an independent, sole-proprietorship registered investment adviser serving individual and family clients. The firm combines fee-for-service wealth management and financial planning with insurance brokerage activities. It acts as a capital allocator for clients, using a mix of percentage-of-assets, fixed fees, and other fee arrangements. Advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, selecting third‑party advisers, publishing periodic client communications, and running educational seminars or workshops. Clarity Financial does not self-identify as an ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives