A complete list of active advisors currently associated with Clarity Investments + Planning LLC

Warmer can help you find a great advisor at Clarity Investments + Planning LLC or one who fits your needs even better.

The firm serves individuals, high-net-worth individuals, retirement and profit-sharing plans, and business entities, providing comprehensive financial planning, consulting, and discretionary investment management. It manages roughly $141 million for about 90 clients and offers financial planning engagements (fixed or hourly) with ongoing investment-management clients receiving one hour of complimentary planning annually. Clarity’s investment approach is largely academic, emphasizing strategic asset allocation, diversification, and low costs, typically implemented through mutual funds and ETFs; equity allocations favor passive strategies while fixed income is managed within narrow maturity and credit bands. The firm generally avoids market timing, rebalances at least annually with attention to tax implications, and may recommend independent managers to actively manage substantial bond allocations. Distinctive operational features include sole ownership while managing a mid-sized asset base and a stated minimum annual advisory fee of $4,000 (which the firm says can make service impractical for smaller portfolios but may be waived in certain circumstances). The firm commonly uses a single custody platform and receives institutional technology and trading support (software, block trading, duplicate reporting), discloses the related conflicts of interest, does not vote client proxies, and allows client-imposed restrictions such as socially responsible mandates when practicable.

To learn more about the advisors currently working at Clarity Investments + Planning 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
Antonia Clearwaters	Mount Kisco, NY	16

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