A complete list of active advisors currently associated with Clarity Retirement & Wealth, LLC
Warmer can help you find a great advisor at Clarity Retirement & Wealth, LLC or one who fits your needs even better.
Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high‑net‑worth and non‑high‑net‑worth clients and not imposing a firmwide asset minimum. The firm also offers retirement plan rollover guidance, assistance applying for securities‑backed lines of credit, and insurance brokerage services through affiliated insurance agents. Clarity implements tailored asset allocation using a combination of proprietary model portfolios and third‑party models, and it delegates trading, research, and back‑office execution to sub‑advisers — including Advyzon Investment Management, LLC — while retaining supervision, rebalancing, and client servicing. All disclosed assets are managed on a discretionary basis and the firm employs fundamental and technical analysis across long‑ and short‑term strategies using a broad range of securities. Distinctive features include a recent launch (operations beginning in 2025) alongside a relatively large level of discretionary assets for a two‑adviser firm, and affiliations with a broker‑dealer and insurance agency that create potential commission conflicts the firm addresses through policies and disclosures. The brochure also discloses use of external technology and AI tools, reliance on a primary custodian relationship with Schwab that provides institutional support and benefits, and that some third‑party model managers may charge additional fees, all of which can affect implementation and should be considered by prospective clients.
To learn more about the advisors currently working at Clarity Retirement & Wealth, 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 |
|---|---|---|
New Bedford, MA
| 6
| |
New Bedford, MA
| 15
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)