Clarity Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clarity Wealth Solutions LLC is a small, veteran‑owned registered investment adviser that offers portfolio management, subadviser services to other advisers, pension consulting for employee benefit plans (including 401(k) plans), and financial planning. The firm’s ADV reports it provides services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans and had no assets under management at the time of the filing.
The firm documents client objectives and risk tolerances in written investment policy statements, seeks discretionary authority for trading when applicable, and pursues a long‑term trading approach. Its investment process draws on multiple methods of analysis — including charting, fundamental, modern portfolio theory, quantitative and technical analysis — and it describes policies to allocate investment opportunities fairly among client accounts.
Noteworthy features relative to many peers include an explicit pension‑consulting practice and the availability of hourly financial planning, both of which are uncommon among investment managers focused on pooled or institutional assets. The firm also acts as a subadviser to other advisers, requires clients to use specified custodians/brokers (and may receive related research or soft‑dollar benefits), and is a recently formed, veteran‑owned adviser with no AUM reported on its ADV.
Client services
Expertise
Occupation focus
Fee options
Up to $7,500 for financial planning
$0 - $249,999: 2.70% $250,000 - $499,999: 2.20% $500,000 - $999,999: 1.70% $1,000,000+: 1.40%
$375 per hour
Main office
One Alliance Center, 3500 Lenox Road, Suite 1500
Atlanta GA 30326
Advisors at this office
1
Most active in
Georgia · Texas
Also doing business as
Clarity Wealth Partners LLC · Clarity Wealth Solutions 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
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