Advisor at Clarity Wealth Management 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 Wealth Management LLC
Location
Montague, MA 01351
Credentials
Series 65, Series 66
Industry experience
7 years
Senaida Bautista is a financial advisor with Clarity Wealth Management LLC in Montague, MA, holding Series 65 and Series 66 licenses and seven years of industry experience. She has worked at several firms including AE Wealth Management and Dale A. Frank Financial, and currently owns Steadfast Insurance LLC. Bautista also serves as a board advisor for the Beacon Hill Women’s Forum, a nonprofit organization. Clarity Wealth Management provides asset management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm offers tailored investment programs using various analytical methods and is notable for its pension consulting, service to charitable organizations, and participant education for plan sponsors.
Based on Clarity Wealth Management LLC
Based on Clarity Wealth Management LLC
One-time financial planning fixed fees range from $1,500 to $5,000. Ongoing financial planning fixed annual fees range from $1,200 to $24,000.
$0 - $499,999.99: 1.25% annually $500,000 - $999,999.99: 1.00% annually $1,000,000 - $2,999,999.99: 0.75% annually $3,000,000 - $4,999,999.99: 0.65% annually $5,000,000+: 0.55% annually
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents.
$175 per hour for financial planning services.
Fee-only: Ongoing financial planning fee ranges from $1,200 to $24,000 annually, paid quarterly in arrears. One-time fixed fees for financial planning between $1,500 and $5,000. Hourly financial planning at $175 per hour.
432 Greenfield Road, 2 Nd Fl
Montague, MA 01351
California · Massachusetts
Steadfast Insurance LLC
2022 - Present (4 years)
Clarity Wealth Management LLC
2022 - Present (4 years)
Senaida N Bautista, Sole Proprietor
2022 - 2022 (1 year)
Clarity Wealth Management LLC
2021 - Present (5 years)
AE Wealth Management, LLC
2021 - 2021 (1 year)
Dale A. Frank Financial
2020 - 2021 (1 year)
Pro Pel Plastech
2020 - 2020 (1 year)
Beacon Hill Womens Forum Non-Profit
2014 - Present (12 years)
SNB Site Analysis
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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 65
Greenfield, MA
SweetMoney
CFP®, Series 63, Series 65
Greenfield, MA
Compass Planning Associates, Inc.
CFP®, Series 63, Series 65
Greenfield, MA
Orbis Wealth Management
CFP®
Greenfield, MA
ProsperiTea Planning
CFP®
San Diego, CA
ProsperiTea Planning
CFA®
Greenfield, MA
ProsperiTea Planning
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")