A complete list of active advisors currently associated with Clarity Capital Advisors, LLC

Warmer can help you find a great advisor at Clarity Capital Advisors, LLC or one who fits your needs even better.

Clarity Capital Advisors advises individuals (including high‑net‑worth clients), trusts, corporations, and employer-sponsored retirement plans, delivering comprehensive wealth management and retirement plan consulting that combines investment management with financial planning services. The firm operates as a fee-only adviser and manages approximately $406 million for a concentrated client base supported by a two‑person advisory team. The firm follows a long-term, low‑cost, highly diversified investment approach grounded in modern portfolio theory and academic research. Portfolios are implemented with passively structured funds and factor tilts (size, value, and profitability), use third‑party research (including Dimensional, Avantis, and Vanguard) and a proprietary scoring process for fund selection, and are reviewed and rebalanced at least quarterly. What distinguishes Clarity Capital Advisors is its flat, fee‑only compensation model rather than charging advisory fees as a percentage of assets under management, a compensation choice that is uncommon among similar supported firms. Other notable features include a small advisory team overseeing substantial assets, explicit retirement plan consulting with ERISA fiduciary considerations, and an investment selection process that blends academic factor strategies with a proprietary fund acceptance framework.

To learn more about the advisors currently working at Clarity Capital Advisors, LLC, 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.