Clarity Investments + Planning LLC

RIASEC RegisteredEst. 2008

Total AUM

$141M

Discretionary

$140M

99% of AUM

Avg account

$528K

Accounts

268

Employees

Advisory reps

Firm details

Headquarters: Mount Kisco, New York
CRD number: 148888
Registered since: December 16, 2008
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.25%
Individuals22.75%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarity Investments + Planning LLC is an independent, individually owned registered investment adviser formed in 2008 and organized as an LLC. The firm primarily serves individual and family clients and provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when appropriate. Its billing options include a percentage of assets under management, hourly charges, and fixed fees. Clarity describes itself as a capital allocator, but it does not identify as an active ESG investor, multi‑state adviser, pension consultant, or related adviser in public filings.