A complete list of active advisors currently associated with Clarity Financial Advisors LLC
Warmer can help you find a great advisor at Clarity Financial Advisors LLC or one who fits your needs even better.
Clarity Financial Advisors LLC is an SEC-registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates, and small businesses through a five‑adviser team managing about $149.5 million. The firm offers discretionary portfolio management, financial planning and consulting, retirement plan participant account management, and coordinated estate and tax planning through third‑party providers. Investment strategies are tailored to clients’ goals and risk tolerances with a primarily long‑term focus, using fundamental, factor, optimization and quantitative methods and the selective use of options and other instruments. Clarity Financial may implement strategies through unaffiliated sub‑advisers and model portfolios available via the Altruist Model Marketplace, and it uses a third‑party Pontera order management platform to rebalance “held‑away” defined contribution plan accounts. Notable distinctions disclosed in the brochure include operating from five offices and a relatively high client load per advisor (about 200 clients per adviser), participation in Altruist’s institutional platform arrangements that provide technology and support to the firm, and advisors who are licensed insurance agents who may receive commissions for insurance sales; the firm also has a paid referral/endorsement relationship (SmartVestor). These arrangements and compensation sources are identified as potential conflicts of interest to consider alongside the firm’s advisory services.
To learn more about the advisors currently working at Clarity Financial 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.
You can also browse Clarity Financial Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
St. Petersburg, FL
| 0
| |
St. Petersburg, FL
| 0
| |
St. Petersburg, FL
| 5
| |
Greenwood, DE
| 6
| |
St. Petersburg, FL
| 11
| |
St. Petersburg, FL
| 8
|
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