Castle Rock, CO Perry Street Office

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.