Clarity Financial Advisors LLC

RIASEC Registered

Total AUM

$150M

Discretionary

$150M

100% of AUM

Avg account

$67.7K

Accounts

2,210

Employees

Advisory reps

Firm details

Headquarters: St Petersburg, Florida
CRD number: 323321
Registered since: October 25, 2022
Website: clarity-advisors.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals75.02%
HNWI21.11%
Pension & Profit Sharing Plans3.18%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarity Financial Advisors LLC is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm operates as both an RIA and an insurance broker, serving individual and family clients as well as some institutional relationships. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers; the firm also describes itself as a capital allocator, indicating it places client capital with external managers when appropriate. Fee arrangements are flexible: Clarity charges a percentage of assets under management and also uses hourly, fixed‑fee, and commission structures depending on the engagement. The firm does not position itself as an active ESG investor.