A complete list of active advisors currently associated with Clarity Wealth Management, L.L.C.
Warmer can help you find a great advisor at Clarity Wealth Management, L.L.C. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Clarity Wealth Management, L.L.C., 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 |
|---|---|---|
Gilbert, AZ
| 26
| |
Gilbert, AZ
| 20
| |
Gilbert, AZ
| 18
| |
Gilbert, AZ
| 15
|
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