Clarity Financial Advisors LLC

Overview

Clarity Financial Advisors LLC is an independent, individual-owned Registered Investment Adviser that began SEC registration in 2022. The firm acts as a capital allocator and serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers; it also operates as an insurance broker. Compensation models are mixed — percentage-of-AUM fees alongside hourly and fixed-fee arrangements, plus the capability to receive commissions. Clarity does not identify as an active ESG investor. The firm’s operating model indicates reliance on third‑party managers and pooled vehicles: it lists “selection of other advisers” as an explicit advisory activity and is flagged as a capital allocator, suggesting client exposures are frequently implemented via external managers or funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices