Clarity Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$712,637,637
Clients
336
Advisors
2
of 5 employees
About
Clarity Wealth Advisors provides discretionary portfolio management, financial planning, portfolio consulting and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, and other organizations. The firm typically develops tailored investment strategies and may implement those strategies through proprietary models, third‑party asset managers, mutual funds and ETFs.
Clarity generally manages accounts on a discretionary basis, collecting client objectives, risk tolerance and financial information before monitoring and rebalancing portfolios on an ongoing basis. The brochure discloses specific implementation techniques the firm may use, including covered option writing, margin strategies and securities‑backed lines of credit, and notes that the firm may permit derivatives and borrowing within separately managed accounts.
The firm reports approximately $732.9 million in discretionary assets under management as of January 31, 2026, which produces an unusually high AUM‑per‑advisor profile compared with many team firms. Clarity is also licensed as an insurance agency (doing business as Clarity Insurance Solutions), so some investment adviser representatives earn commission income from insurance sales, and the firm discloses the use of third‑party AI tools for meeting recording/transcription with an opt‑out for clients.
Client services
Expertise
Fee options
Financial planning services fixed fees up to $5,000
$0 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.85% $4,000,001 - $5,000,000: 0.80% $5,000,001+: 0.75%
Commission-based compensation from insurance product sales by licensed insurance agents affiliated with the firm
Account minimum: $500,000 Fee-only: Financial planning fixed fees up to $5,000; portfolio consulting fees up to 0.50% annually
Main office
2160 The Alameda, Suite A
San Jose CA 95126
Advisors at this office
2
Most active in
California · Louisiana · New York · Oregon · Texas
Also doing business as
Clarity Insurance Solutions · Clarity Insurance Solutions, LLC · Clarity Wealth Advisors · Clarity Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Milind D
Series 63, Series 65
San Jose, CA
Clarity Wealth Advisors
Milind Dalal is a financial advisor with Clarity Wealth Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Clarity Wealth Advisors since 2013 and previously worked at Purshe Kaplan Sterling Investments for a decade. Outside of his advisory role, he is a member of Statera, LLC, a non-investment related office building entity. Clarity Wealth Advisors serves individual clients, retirement plans, trusts, and other entities, providing discretionary portfolio management, financial planning, and consulting services. The firm employs customized investment strategies using proprietary and third-party model portfolios and manages approximately $601 million in discretionary assets with a small advisory team.
Parvin M
CFP®, Series 63, Series 65
San Jose, CA
Clarity Wealth Advisors
Parvin Manuchehri is a CFP® professional with 25 years of experience in financial advising. She has been with Clarity Wealth Advisors since 2011, working at the San Jose, CA–based firm that operates as a two-advisor team. Clarity Wealth Advisors serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, and consulting services, often implementing strategies through proprietary or third-party model portfolios with ongoing monitoring and rebalancing.
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