Clarus Wealth Advisors, LLC

Overview

Clarus Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2017. The firm serves both individual and family clients as well as institutional clients, and offers financial planning plus portfolio management for individuals, small businesses, and other institutions. Its fee schedule is mixed — percentage of AUM, hourly engagements, and fixed fees — and the firm also operates in roles outside pure advisory work, including acting as a registered representative of a broker-dealer, insurance broker, and accountant. The firm’s client-facing approach blends discretionary portfolio management with planning and consultative services. Business activities and industry affiliations indicate a hybrid operating model that straddles advisory, insurance distribution, and accounting services, suggesting an integrated service offering for clients who want coordinated wealth, risk-transfer, and tax-adjacent planning.

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Public Holdings

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Location & Offices