Clarity Financial Design

RIASEC Registered

Total AUM

$51.4M

Discretionary

$51.4M

100% of AUM

Avg account

$384K

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 316258
Website: www.clarityfinancialdesign.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.55%
Individuals16.03%
Charitable Organizations0.42%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clarity Financial Design is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and bills clients via a mix of percentage-of-AUM fees and fixed fees. Its advisory services, as listed in regulatory filings, include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and educational workshops or seminars. The firm does not identify itself as an active ESG investor or a multi-state adviser in the source data.