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Clarified Wealth Advisory

Updated today

Client AUM

$6,706,744

Clients

6

Advisors

1

of 1 employees

About

The firm provides financial planning and investment management to individuals (including high‑net‑worth) and corporate clients through a mix of project‑based engagements and ongoing comprehensive planning and portfolio supervision. It operates on a fee‑only basis and also offers educational seminars and speaking engagements for groups as part of its service menu.

The adviser builds client‑specific investment policies and implements asset allocation using a combination of passive and active strategies, with the ability to incorporate ESG screens and alternative investment recommendations when appropriate; clients may grant the firm discretionary trading authority subject to any written restrictions. Services are delivered primarily remotely — the principal travels frequently and states there should be no expectation of in‑person meetings — and the firm relies on custodian valuations when determining assets under management.

Notable features include a small client roster (roughly six clients and about $6.7 million in assets under management), the availability of a recurring fixed‑fee comprehensive planning engagement alongside asset‑based investment management, and an affiliated public financial‑education practice that supports the firm’s relatively uncommon offering of seminars and speaking engagements. The firm also generally requires clients to establish accounts at its recommended institutional custodian rather than allowing client‑directed custody choices, which may affect execution and reporting.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial Clarity Call: $1,200 fixed fee; Project-based engagements: $2,500 to $30,000 fixed fee; Educational seminars: $0 to $10,000 per seminar

Percentage

$1,000,000 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.25% $10,000,001 - $20,000,000: 0.15% $20,000,001+: 0.10%

Project-based

$500 per hour for project-based engagements

Other

Account minimum: $1,000,000 Fee-only: Wealth Navigator fixed fees from $12,000 to $50,000 annually; Project-based fixed fees $2,500 to $30,000; Financial Clarity Call fixed fee $1,200; hourly rate $500; Educational seminars $0 to $10,000 per seminar

Main office

2403 E 16th St

Austin TX 78702

Advisors at this office

1

Most active in

Texas

Also doing business as

Clarified Wealth Advisory · Clarified Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Nikki D

CFP®

Austin, TX

Clarified Wealth Advisory

It all started over a decade ago. I found my love for financial planning by asking my friends a simple question out of curiosity, "how do you personally manage your money and invest?". I realized something very important: not only did a lot of people not know if they were managing their money correctly, they didn't even know where to begin finding the confidence in their strategy (if they had one at all). I quickly learned how much I love helping people better understand where their money can take them. I particularly have a passion for the markets and investing which DIY traders and investors have appreciated. For the past decade, I’ve helped them navigate the financial markets with less emotion and more skill. After all, your investing portfolio is the vehicle that drives you to your goals. However, while you're portfolio is important, one thing I teach a lot is how much a healthy financial life goes beyond just that. I have expertise far beyond the markets and investing. As a CERTIFIED FINANCIAL PLANNER™ professional, I can help with cash flow & insurance planning, proactive tax strategy, retirement & legacy planning, asset protection, business planning and more. It's important to have every aspect of your financial life optimized for max peace of mind. Whether you're a DIY trader or investor, a business owner, or a corporate professional taking on stock-based compensation risk, I can help you balance your desire to take on the risk you want with successfully reaching your goals. I’m also the author of the book “Do THIS With Your Money”, making trusted financial education more accessible.

Business ownership considerations Young Professionals Gen Y/Millennials (Born 1980-1995)
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