Advisor at Clarity Financial Planners
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Firm
Clarity Financial Planners
Location
Clayton, MO 63105
Credentials
CFP®, Series 63
Industry experience
17 years
Shannon Moenkhaus is a CFP® certificant with 17 years of industry experience, currently serving as the sole advisor at Clarity Financial Planners since 2015. She holds a Series 63 license and is based in Clayton, MO. Clarity Financial Planners provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, trusts, and businesses. The firm employs an evidence-based investment approach focused on low-turnover mutual funds and ETFs, structured by formal Investment Policy Statements and model allocations, with an emphasis on tax-aware implementation and modern portfolio theory.
Based on Clarity Financial Planners
Based on Clarity Financial Planners
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.60% $15,000,001+: 0.40%
Account minimum: $24,000 minimum annual fee Minimum fee: Minimum annual fee of $24,000 Fee-only: Fee-only advisor; no commissions or other forms of compensation received.
168 N. Meramec Avenue, Suite 150
Clayton, MO 63105
Missouri · Texas
Clarity Financial Planners, LLC
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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