Advisor at Clarity Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Clarity Financial Advisors LLC
Location
Greenwood, DE
Credentials
Series 66
Industry experience
5 years
Douglas Root is a financial advisor at Clarity Financial Advisors LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Pruco Securities LLC. Outside of his advisory role, he has served as IT manager and administrator at Greenwood Mennonite School and has worked as a delivery driver for ChoiceBooks. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes customized, long-term portfolios supported by in-house analysis and utilizes third-party platforms and sub-advisers as needed.
Based on Clarity Financial Advisors LLC
Based on Clarity Financial Advisors LLC
Financial planning fixed fees typically range from $500 to $5,000; Estate planning one-time fee $2,000 (negotiable)
Maximum 1.65% annually, negotiable
Financial advisors may receive commissions for insurance product sales
$300 per hour
Fee-only: Hourly fees $300 per hour; Fixed fees typically range from $500 to $5,000, negotiable
Greenwood, DE
Delaware
Clarity Financial Advisors LLC
2022 - Present (4 years)
Cambridge Investment Research Advisors
2020 - 2022 (2 years)
Cambridge Investment Research, Inc.
2020 - 2022 (2 years)
Pruco Securities LLc
2020 - 2020 (1 year)
Greenwood Mennonite School
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Milford, DE
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Series 66
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Series 63, Series 65
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Capitol Securities Management, Inc.
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