Clary Financial, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clary Financial, Inc. is an independent registered investment adviser, formed in 2001, that provides retirement and financial planning and discretionary portfolio management to individuals, trusts, retirement plans and corporations. The firm reports approximately $92.9 million in assets under management and serves 439 clients from a single-advisor office.
Clients complete an investor profile that informs portfolio construction, with the firm assessing time horizon, individual objectives, risk tolerance and liquidity needs before building portfolios. Portfolios are primarily composed of no‑load mutual funds and ETFs and are managed with a long-term, fundamental-analysis approach rather than short-term trading, with continuous monitoring of accounts.
What is distinctive is the firm’s very high client count per advisor, an uncommon scale for a solo-practitioner model that implies more standardized processes and reliance on custodian reporting for oversight. The firm manages client assets on a discretionary basis, does not participate in wrap fee programs, uses custodians such as Fidelity and American Funds/Capital Group, and does not accept proxy voting authority.
Client services
Expertise
Fee options
0.50% annually (charged quarterly at 0.125%)
Main office
43 Belmont St.
So. Easton MA 02375
Advisors at this office
2
Most active in
Massachusetts
Also doing business as
Clary Financial, Inc · Clary Financial, Inc. · Clary Investment And Insurance Planning Corp. · Clary, Robert N. · Robert N. Clary
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
Robert C
Series 63, Series 65
So. Easton, MA
Clary Financial, Inc
Robert Clary is the sole advisor at Clary Financial, Inc., an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 48 years of industry experience. Clary has worked at McNeish, Delorey Inc. and North Easton Savings Bank, where he also serves as a director. He is involved in an insurance planning business providing life, disability, and health coverage. Clary Financial, Inc. offers retirement and financial planning along with discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.
Jason C
Series 65, Series 63
So. Easton, MA
Clary Financial, Inc
Jason Clary is a financial advisor with Clary Financial, Inc., holding Series 65 and Series 63 designations and bringing 19 years of industry experience. He has worked at Clary Financial, Inc. since 2014 and has been affiliated with related financial and insurance planning firms since 2006. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations with retirement and financial planning as well as discretionary portfolio management. The firm manages approximately $92.9 million in assets for 439 clients, using investor profiles to guide portfolio construction focused on no-load mutual funds and ETFs with a long-term, fundamental analysis approach.
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