Clarity Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$256,831,025
Clients
270
Advisors
2
of 5 employees
About
Clarity Asset Management provides investment advisory and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations and corporations. The firm offers discretionary portfolio management and standalone financial planning, and it also provides periodic educational seminars and workshops free of charge to clients and the general public.
Clarity primarily uses fundamental analysis and an internal due‑diligence process to construct diversified portfolios of mutual funds, ETFs and individual securities with a long‑term orientation while remaining able to rebalance or trade as client objectives or market conditions change. The firm serves as a fiduciary, conducts regular portfolio reviews at least annually, and implements client accounts through Fidelity’s FMAX wealth management platform for execution, reporting and advisory tools.
Noteworthy aspects of the firm include its ongoing public educational programming—an offering that is uncommon among similar supported firms—and its institutional relationship with Fidelity that provides access to platform tools, block trading and account‑service support. Clarity manages roughly $257 million in client assets with a small advisory team, and the brochure discloses the potential conflicts associated with platform benefits and how the firm seeks to manage those conflicts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.65% $2,000,001+: 0.35%
Account minimum: $500,000 Minimum fee: Financial Planning Services fees up to $500, negotiable based on complexity and relationship; may be waived if client engages for investment management services Fee-only: Financial planning fees up to $500; fees may be waived if engaging investment management
Main office
2117 Philadelphia Street, Suite 100
Ames IA 50010
Advisors at this office
2
Most active in
Arizona · Iowa · Minnesota · Nebraska
Also doing business as
Clarity Asset Management, Inc. · Rpg Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Advisors at this firm
Kacy B
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Kacy Bass is a CFP® with 11 years of experience in the financial advisory industry. She has been with Clarity Asset Management, Inc. since 2015. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and a proprietary due-diligence process to build diversified portfolios with a long-term focus, while also offering regular portfolio reviews and educational seminars to clients and the public.
Nevin C
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Nevin Conlon is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked exclusively at Clarity Asset Management, Inc. since 2016. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and an internal due-diligence process to build diversified portfolios with a long-term focus, offers discretionary portfolio management, and conducts educational seminars open to clients and the public.
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