Clarity Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,877,011
Clients
41
Advisors
2
of 2 employees
About
Clarity Wealth Management provides discretionary and non-discretionary investment management, comprehensive and one-time financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates and charitable organizations. The firm also serves plan sponsors with ERISA retirement-plan services, including limited 3(21) fiduciary advice, and offers participant education and group enrollment meetings as part of plan support.
The firm combines standard portfolio management techniques (including fundamental, technical and cyclical analysis) with outsourced solutions when appropriate, engaging sub‑advisors and third‑party managers and using a third‑party “held‑away” platform to monitor and rebalance defined contribution accounts. Client accounts are reviewed at least quarterly and the firm documents client objectives and allows client‑imposed investment restrictions while retaining discretion to hire or terminate sub‑advisors on behalf of clients.
Compared with many solo independent advisers, Clarity maintains formal affiliations with other registered advisers and has a referral/fee‑sharing relationship with third‑party money managers, and it discloses ongoing economic benefits tied to those relationships. The firm’s combination of ERISA pension consulting with participant workshops, service to charitable organization clients, and an affiliated insurance business (conducted outside the advisory operations and disclosed as a potential conflict) are notable distinctions relative to typical peers.
Client services
Expertise
Fee options
One-time financial planning fixed fees range from $1,500 to $5,000. Ongoing financial planning fixed annual fees range from $1,200 to $24,000.
$0 - $499,999.99: 1.25% annually $500,000 - $999,999.99: 1.00% annually $1,000,000 - $2,999,999.99: 0.75% annually $3,000,000 - $4,999,999.99: 0.65% annually $5,000,000+: 0.55% annually
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents.
$175 per hour for financial planning services.
Fee-only: Ongoing financial planning fee ranges from $1,200 to $24,000 annually, paid quarterly in arrears. One-time fixed fees for financial planning between $1,500 and $5,000. Hourly financial planning at $175 per hour.
Main office
432 Greenfield Road, 2nd Fl, Box 268
Montague MA 01351
Advisors at this office
2
Most active in
California · Massachusetts
Also doing business as
Clarity Wealth Management LLC · Steadfast 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.
Forms ADV
Advisors at this firm
Senaida B
Series 65, Series 66
Montague, MA
Clarity Wealth Management LLC
Senaida Bautista is a financial advisor at Clarity Wealth Management LLC with eight years of industry experience. She holds Series 65 and Series 66 licenses and has worked at various firms including AE Wealth Management, Dale A. Frank Financial, and Guardian Life. Bautista serves as a board advisor for the Beacon Hill Women’s Forum, a nonprofit organization. Clarity Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates standard portfolio management techniques with outsourced solutions and offers ERISA retirement-plan services, including participant education and group enrollment meetings.
Jason W
Series 63, Series 66
Montague, MA
Clarity Wealth Management LLC
Jason Wilburn is a financial advisor with Clarity Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Advisors, and operating Wilburn & Associates LLC, a separate financial practice. Clarity Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of portfolio management techniques and outsourced solutions, offers ERISA retirement-plan services, and supports clients with participant education and group enrollment meetings.
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