Clarion Wealth Management Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$391,271,668
Clients
411
Advisors
4
of 8 employees
About
Clarion Wealth Management Partners provides investment advisory and financial planning services to individuals and high‑net‑worth households, as well as small business owners, nonprofit organizations, employer‑sponsored retirement plans, and corporations. The firm manages client accounts on both discretionary and non‑discretionary bases and also offers standalone wealth management consulting and retirement plan participant consulting engagements.
The firm operates two primary service tracks: an Investment Management Program for account‑level portfolio management and a Wrap Fee Program described in the brochure as an all‑inclusive offering that can include estate document review, income tax strategies, retirement projections, education planning/facilitation, and other planning services. Portfolios are monitored regularly with at least annual reviews, and advisors use tools such as Morningstar and Riskalyze while employing long‑term buy‑and‑hold and short‑term trading strategies across a broad menu of securities including alternative investments.
Notable distinctions compared with peers include Clarion’s role as a wrap‑fee program sponsor and its emphasis on participant education and seminar‑style offerings tied to retirement plan services; the brochure also discloses that fixed financial planning fees are waived for clients in the wrap program and may be reduced or waived for households with more than $1,000,000 under management. The firm further discloses relationships with Commonwealth and Schwab for custody, billing and reporting services and a relationship with Halo to service legacy commission‑based variable annuity contracts, all of which are identified as sources of third‑party compensation.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning and consulting, generally $5,000 to $25,000
$0 - $2,000,000: 1.50% $2,000,000 - $3,999,999: 1.25% $4,000,000 - $5,999,999: 1.00% $6,000,000+: 0.80%
Commission on insurance products and variable annuities sold by licensed IARs
Hourly rates up to $750
Account minimum: $500,000 Fee-only: Financial planning fees generally begin at $5,000 and are usually no higher than $25,000; hourly rates up to $750
Main office
12500 Fair Lakes Circle, Suite 250
Fairfax VA 22033
Advisors at this office
4
Most active in
California · Florida · Georgia · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Clarion Wealth Management Partners · Clarion Wealth Management Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas H
Series 66
Fairfax, VA
Clarion Wealth Management Partners
Nicholas Hart is a financial advisor at Clarion Wealth Management Partners with over five years of industry experience. He holds the Series 66 designation and has previously worked at EverSource Wealth Advisors and Commonwealth Financial Network. In addition to advisory services, he is licensed to provide non-variable insurance and annuities. Clarion Wealth Management Partners offers investment advisory and financial planning services to individuals, high-net-worth households, small business owners, nonprofits, and corporations. The firm provides both discretionary and non-discretionary account management and operates an Investment Management Program alongside a comprehensive Wrap Fee Program that includes estate review, tax strategies, and retirement planning.
David Y
Series 63, Series 65
Fairfax, VA
Clarion Wealth Management Partners
David Young is a financial advisor with Clarion Wealth Management Partners in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Clarion since 2009, following a tenure at Commonwealth Financial Network, and briefly worked at Eversource Wealth Advisors. In addition to his advisory role, he is licensed to sell non-variable insurance and annuities in Virginia. Clarion Wealth Management Partners serves individuals, families, small business owners, nonprofits, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing tools like Morningstar and Riskalyze, and offers educational seminars alongside integrated planning services.
Christian P
CFP®, Series 66
Fairfax, VA
Clarion Wealth Management Partners
Christian Polito is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is currently with Clarion Wealth Management Partners and has previously worked at EverSource Wealth Advisors, Commonwealth Financial Network, Spire Investment Partners, Keel Point, McAdam LLC, and VOYA Financial Advisors. Christian is also licensed to provide non-variable insurance and annuities as a side activity. Clarion Wealth Management Partners offers investment advisory and financial planning services to individuals, high-net-worth households, small business owners, nonprofit organizations, retirement plans, and corporations. The firm provides both discretionary and non-discretionary account management, utilizing long-term buy-and-hold and short-term trading strategies across various securities and emphasizes participant education and retirement planning services.
Kelly C
Series 66
Fairfax, VA
Clarion Wealth Management Partners
Kelly Conner Haslbeck is a financial advisor at Clarion Wealth Management Partners with seven years of industry experience. She holds a Series 66 designation and has worked at Clarion since 2015, after a brief tenure at EverSource Wealth Advisors. Kelly is also licensed to provide non-variable insurance and annuities. Clarion Wealth Management Partners serves individuals and families, including high-net-worth clients, as well as small business owners, nonprofit organizations, and employer-sponsored retirement plans. The firm offers investment management, financial planning, and retirement plan consulting, combining traditional and wrap fee programs with educational seminars and workshops.
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