Clarity Advisors Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clarity Advisors Group, Inc. provides fee-based comprehensive financial planning and investment advisory services to business owners and individual clients and also participates as an investment manager in co-managed and wrap-fee arrangements with third‑party subadvisors. The firm reports no discretionary assets and approximately $4,701,187.54 in non‑discretionary assets under management as of May 31, 2025.
The firm’s process emphasizes holistic financial planning—covering cash flow, retirement, tax, estate, insurance and business succession—along with implementation and ongoing maintenance, and it constructs portfolios using mutual funds, ETFs, indexed annuities and separate account managers. Investment analysis described in the brochure relies on a mix of fundamental, technical and chart-based methods, and the firm notes it can operate with discretion but currently manages client assets on a non‑discretionary basis.
Distinctive features disclosed in the brochure include a pending civil litigation matter alleging breach of fiduciary duty (case filed 11/21/2021, Case No. CIVSB2110153) and an affiliation with an in‑house tax and accounting business, Clarity Tax Advisors, Inc., that provides tax preparation, planning, bookkeeping and related services and charges separate fees. The firm’s principal also sells life and annuity products that generate commission income and allocates material time to the affiliated tax business, arrangements the brochure identifies as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Services charged as flat fees ($500 to $250,000 range)
1% annually billed monthly in advance
Life insurance and annuity commissions received by owner as a sole proprietor
Fee-only: Financial Planning flat fees range from $500 to $250,000, negotiable
Main office
Redlands CA
Advisors at this office
1
Most active in
California
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
Quick links
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