Clarity Financial Organization, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clarity Financial Organization is an independent, single‑advisor registered investment adviser that serves individuals and families with wealth management and comprehensive financial planning. The firm’s services include discretionary portfolio management, financial planning and access to LPL‑sponsored advisory programs and third‑party managed portfolios.
The firm says it builds portfolios based on clients’ investment goals, time horizons and risk tolerances and typically uses diversified mutual funds, ETFs, individual securities and fixed‑income to implement those plans. Accounts are generally managed on a discretionary basis with periodic reviews and may be implemented directly or through LPL programs, including model portfolios and an algorithm‑driven Guided Wealth solution.
The firm’s brochure includes several specific disclosures that distinguish it from many small independent advisers: a principal maintains insurance licensure and may receive separate commissions for insurance sales, the firm receives various support and compensation‑related benefits from LPL (and participates in a third‑party insurance platform), and it accepts firm fee deductions and standing letters of authorization that create custody‑related considerations. Those material conflict‑of‑interest and custody disclosures are explicitly described in the Form ADV and are less common among peers of this size.
Client services
Expertise
Fee options
Annual fixed fees for financial planning range from $500 to $5,000 per plan, paid quarterly.
$0.00 - $199,999.99: 2.0% $200,000.00 - $249,999.99: 1.9% $250,000.00 - $299,999.99: 1.8% $300,000.00 - $649,999.99: 1.7% $650,000.00+: 1.5%
Insurance commissions earned by CCO/Founder from insurance product sales, separate from advisory fees.
Hourly billing rate of $300 per hour for financial planning and consulting services.
Minimum fee: Financial planning annual fixed fee ranges from $500 to $5,000 per plan, payable quarterly in four equal payments; hourly rate $300/hour Fee-only: Comprehensive financial planning offered on hourly and fixed fee basis; financial planning fees may be waived for clients enrolled in wealth management services.
Main office
301 West Main Street, Suite 201
Boonville IN 47601
Advisors at this office
1
Most active in
Indiana
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.
Forms ADV
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