Money & Clarity

RIAState Registered

Total AUM

—

Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 166461
Website: www.advisorarchitect.com
Fee structure: Subscription Fees, Fixed Fees, Other
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Money & Clarity is organized as a limited liability company with individual ownership and is positioned as a capital allocator that works with external managers. The firm focuses on advisory work for individuals and small businesses, offering financial planning, portfolio management, selection of other advisers, and investor education through publications and seminars. Its fee arrangements emphasize subscription and fixed-fee formats (with other fee arrangements also used), which suggests a service-oriented billing model rather than a traditional AUM-percentage approach. The firm does not identify as an active ESG investor. It is state-registered in California, Florida, Georgia, Kansas, Kentucky, Missouri, Ohio, and South Carolina.