A complete list of active advisors currently associated with Clarity Financial

Warmer can help you find a great advisor at Clarity Financial or one who fits your needs even better.

Clarity Financial is a fee-only advisory firm serving individuals, families, and small businesses with comprehensive financial planning and investment advisory services, including retirement planning, estate planning, insurance review, tax coordination, debt management, and business retirement account advice. The firm operates as a solo practitioner and reported $23,053,315 in discretionary assets under management as of December 31, 2024. The firm delivers tailored advice through written financial plans, ongoing wealth management engagements, or limited-scope hourly and review projects, and clients may grant either discretionary or non-discretionary trading authority. Investment recommendations generally emphasize no-load mutual funds, ETFs, government securities and bonds, and retirement-account work is handled under applicable fiduciary standards with coordination with clients’ tax professionals when appropriate. A distinctive feature of the firm relative to many independent peers is that it does not rely on percentage-of-assets-under-management billing and instead engages clients under fixed-fee, review, and hourly arrangements; the firm also discloses it does not accept commissions, referral fees, or performance-based fees. The firm is a member of professional fee-only networks (including the Alliance of Comprehensive Planners and NAPFA) and its sole advisor holds CFP and Enrolled Agent credentials; the advisor also maintains a modest outside real-estate ownership activity.

To learn more about the advisors currently working at Clarity Financial, 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.