Clarity Wealth Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$223,818,557
Clients
927
Advisors
4
of 6 employees
About
Clarity Wealth Management provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and employer retirement plans. Services include asset allocation, investment selection, cash‑flow and tax considerations, and are generally billed as a percentage of assets under management.
The firm typically manages accounts on a discretionary basis after an initial suitability analysis and conducts quarterly reviews with ongoing daily monitoring. Investment strategies cover a broad set of instruments — mutual funds, equities, fixed income, ETFs, real estate funds, annuities, commodities — and the brochure notes the firm may use options, margin, and short‑sale strategies while not employing algorithmic or AI‑driven models.
Compared with peers, the firm has a high client load per advisor (more than 200 clients per advisor), a feature the brochure indicates is addressed through the use of model portfolios, aggregated trading practices, and pro‑rata allocations. The firm also emphasizes a single recommended custodian/broker‑dealer relationship, discloses that supervised persons may be registered representatives and insurance agents who receive third‑party compensation, and expects to add a supervised junior advisor.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $150 and $15,000
$0 - $99,999: 2.00% $100,000 - $249,999: 1.75% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.10% $2,500,000+: 1.00%
Advisors are registered representatives of LPL Financial and may accept commissions for sale of securities or insurance products, but commissions are not the primary source of compensation and advisory fees are not reduced to offset commissions
Negotiated between $150 and $250 per hour
Fee-only: Fixed fees negotiated between $150 and $15,000; Hourly fees negotiated between $150 and $250 per hour
Main office
3303 E Baseline Rd, Ste. 107
Gilbert AZ 85234
Advisors at this office
4
Most active in
Arizona · Texas
Also doing business as
Clarity Wealth Management, L.L.C. · Clarity Wealth Management, 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 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.
Quick links
Advisors at this firm
Richard E
Series 66
Gilbert, AZ
Clarity Wealth Management, L.L.C.
Richard Everhart is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, with 15 years of industry experience. He holds the Series 66 designation and has been with Clarity Wealth Management and LPL Financial since 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm uses a variety of analysis techniques and implements strategies ranging from long-term investing to short-term trading, often relying on model portfolios to serve a large client base efficiently.
Rachelle D
Series 63, Series 66
Gilbert, AZ
Clarity Wealth Management, L.L.C.
Rachelle Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Scottrade, Inc. and LPL Financial before joining Clarity Wealth Management in 2018. Outside of her advisory role, she is a Notary Public in Arizona and serves as an elected Precinct Committeeman, engaging in voter outreach and registration activities. Additionally, she owns a reptile breeding business. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical techniques and offering both discretionary and non-discretionary services. The firm manages approximately $248 million in assets and supports a high client load per advisor, utilizing standardized processes and model portfolios.
Howard D
Series 63, Series 66
Gilbert, AZ
Clarity Wealth Management, L.L.C.
Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.
Charles B
Series 66, Series 65
Gilbert, AZ
Clarity Wealth Management, L.L.C.
Charles Booth is a financial advisor with Clarity Wealth Management, L.L.C. He holds the Series 65 and Series 66 designations and has 27 years of industry experience. His career includes roles at LPL Financial and ownership of Charles Booth CPA PFS. He also assists clients with income tax preparation and planning through Clarity Tax and Financial Planning. Clarity Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm utilizes a broad range of investment strategies and emphasizes discretionary management with regular reviews and daily monitoring.
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