Castle Rock, CO 6th Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Clarus Wealth Advisors, LLC
Team
Firm-wide stats for Clarus Wealth Advisors, LLC
About
Clarus Wealth Advisors is an independent, fee-only registered investment adviser that manages approximately $305.2 million for individuals, high-net-worth clients, estates, trusts and corporate plans. The firm provides discretionary portfolio management, financial planning, consulting services, and also offers model portfolio subscriptions and asset management services for other registered investment advisers.
The firm’s investment approach blends strategic asset allocation informed by Modern Portfolio Theory with tactical, equity, and blended model strategies, and it emphasizes multi-year (3–5 year) time horizons and quarterly portfolio reviews. Investment decisions are supported by third‑party research providers (Morningstar, Dimensional Fund Advisors, Ned Davis Research, Seeking Alpha), reviewed by an Investment Committee, and administrators such as Orion are used for performance and position reporting.
Clarus is notable among similar team firms for its multi-faceted industry relationships: it acts as a sub‑advisor and provides model signals to unaffiliated Independent RIAs, some of its investment adviser representatives are registered representatives of the PCS broker‑dealer, and a number of supervised persons are licensed insurance agents who may receive commissionable compensation; the brochure also discloses legacy compensation from a terminated sub‑advisory relationship. These arrangements — including granting Independent RIAs access to performance software and providing both advisory and broker/insurance‑related activities — are explicitly disclosed and accompanied by stated procedures to address related conflicts of interest.
Based on Clarus Wealth Advisors, LLC
Expertise
Based on Clarus Wealth Advisors, LLC
Location
202 6th Street, Suite 301 C
Castle Rock CO 80104
Advisors at this office
2
Advisors at this office
Katherine F
Series 66
Castle Rock, CO
Clarus Wealth Advisors, LLC
Katherine Fortna is a financial advisor with Clarus Wealth Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Private Client Services, Crown Capital Securities LP, and Michaels of Denver. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm utilizes a range of model portfolios based on Modern Portfolio Theory, combined with active management techniques, and conducts regular portfolio reviews by its investment team.
Donald M
Series 65
Castle Rock, CO
Clarus Wealth Advisors, LLC
Donald Moenning is a financial advisor with Clarus Wealth Advisors, LLC in Castle Rock, CO, holding a Series 65 designation and eight years of industry experience. His prior experience includes three years at Sowell Management Services before joining Clarus in 2018. He is also involved with Granite Capital Advisors, LLC, where he manages investment accounts and conducts client meetings on a limited basis. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework with active portfolio management overlays and excludes certain asset types, conducting regular reviews and offering advice on various legacy positions.
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