A complete list of active advisors currently associated with Clarity Council Financial, LLC
Warmer can help you find a great advisor at Clarity Council Financial, LLC or one who fits your needs even better.
Clarity Council Financial provides comprehensive and topic‑specific financial planning and non‑ERISA fiduciary retirement plan consulting to individuals, corporations, and pension/profit‑sharing plans. Its planning services include written comprehensive plans or hourly advice, while its retirement work covers participant enrollment, education, and sponsor consulting. The firm does not directly manage client portfolios; instead it evaluates, recommends, and monitors third‑party investment advisers and relies on those advisers for portfolio management, trading, custody, and execution. Clarity Council reviews recommended advisers on factors such as fees, reputation, performance, financial strength, and reporting capabilities, and meets with clients at least annually to review account status and planning goals. Notable distinctions include disclosed affiliations with insurance sales and an education coaching business, which the brochure says may result in commission income or separate fees and are managed through conflict‑of‑interest policies and disclosures. The combination of offering retirement plan consulting while operating principally as an adviser‑to‑advisers (rather than a portfolio manager) differentiates the firm from many independent peers.
To learn more about the advisors currently working at Clarity Council Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 33
|
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