Money & Clarity
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Money & Clarity serves institutional and pooled investment interests and does not report retail individual clients; the firm reports $210 million in assets under advisement and provides advisory services that include selection of third‑party money managers, advisory support for self‑directed brokerage accounts within retirement plans, and financial planning and educational programming. It also operates a consulting line that offers coaching and business systems to other financial advisers, alongside traditional advisory offerings.
The firm’s investment work centers on recommending and monitoring third‑party, model‑driven managers and program platforms rather than running large proprietary discretionary strategies in‑house, and it generally advises on asset allocation by asset class while relying on sponsor or manager models for security selection. Money & Clarity uses periodic reviews and platform monitoring to align recommended managers and programs with client objectives and distributes research and guidance through seminars, workshops, and written materials.
Compared with typical investment managers, the firm combines institutional advisory and platform‑selection activity with a small‑business advisor coaching practice and several subscription‑based products (including monthly newsletters and marketing/coach subscriptions), and it charges and receives compensation in forms beyond a simple percentage‑of‑AUM—often via subscription fees, embedded fund expense ratios, or referral/tri‑party arrangements with third‑party managers. The firm’s active use of low‑cost educational seminars and published periodicals for dissemination of guidance, plus its role as advisor‑of‑record for certain pooled or plan‑related funds, are atypical features for a manager focused on pooled and institutional assets.
Client services
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning services from $500 to $5,000; Advisor Architect coaching and consulting services ranging from $49 to $29,364 depending on program.
$0 - $500,000: 0.94% annually $500,001 - $1,000,000: 0.75% annually $1,000,001+: 0.75% annually (negotiable)
Insurance commissions earned by registered insurance agents affiliated with the firm, separate from advisory fees.
Advisor Architect monthly subscription newsletter: $49/month; marketing nurture program: $199/month; monthly mastermind program: $597/month.
Fee-only: Fixed fees for financial planning services ranging from $500 to $5,000, typically $250/hour with a 2 hour minimum; fees are negotiable and payable upon delivery of the plan.
Main office
See office100 E Business Way, Suite 380
Cincinnati OH 45241
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Georgia · Kansas · Kentucky · Missouri · Ohio · South Carolina · Texas
Also doing business as
Cuprill Wealth Coaching, LLC · Matson & Cuprill · Money & Clarity
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
Wesley C
Series 65
Cincinnati, OH
Money & Clarity
Wesley Cuprill is a financial advisor with Money & Clarity in Cincinnati, OH, holding a Series 65 license and having four years of industry experience. He previously worked at Advisor Architect, where he served as Director of Sales & Marketing for consulting and content marketing services targeting financial advisors. Mr. Cuprill is also separately licensed as an independent insurance agent. Money & Clarity serves institutional and pooled investment clients, focusing on third-party money manager selection, advisory support for self-directed brokerage accounts within retirement plans, and financial planning with educational programming. The firm emphasizes model-driven managers and platform monitoring, while also offering coaching and business systems to other financial advisors.
Daniel C
CFP®, Series 63
Cincinnati, OH
Money & Clarity
Daniel Cuprill is a CFP® professional with 23 years of industry experience, currently serving at Money & Clarity. His prior roles include a position at MPM Wealth Advisors/CCO from 2014 to 2018. Outside of his advisory work, he is licensed as an independent insurance agent and founded Advisor Architect, LLC, a business coaching company for financial advisors. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles, focusing on asset-allocation recommendations and outsourcing implementation to third-party managers. The firm offers financial planning, educational seminars, and publishes practitioner-focused content, combining advisor-facing products with a role in selecting and referring third-party managers.
Frederick T
Series 63
Marietta, GA
Money & Clarity
Frederick Taylor is a financial advisor with Money & Clarity, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years and has been self-employed since 1974. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions and outsources implementation to third-party money managers, offering a range of advisor-facing products including subscription newsletters, coaching programs, and educational workshops.
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