A complete list of active advisors currently associated with Clarified Wealth Advisory

Warmer can help you find a great advisor at Clarified Wealth Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Clarified Wealth Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.