Clarity Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,515,000
Total clients
81
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
81
Average account size
$105,123
About
Clarity Advisors provides advisory services primarily to individual clients and business owners, and also works with employers as retirement plan sponsors. The firm offers financial planning, discretionary portfolio management, retirement plan (pension) consulting, business advisory and valuation support, tax service referrals, and access to a third‑party digital estate planning platform, and it manages roughly $8.5 million for about 80 clients.
The firm generally emphasizes long‑term, passive buy‑and‑hold strategies and asset allocation using mutual funds, ETFs, stocks, and bonds, and it implements portfolios through a model marketplace and outside managers with automated rebalancing and ongoing discretionary management. Financial planning, business advisory, and certain other services are provided on a non‑discretionary basis and are tailored to each client’s circumstances using modern portfolio theory and periodic account reviews.
Compared with many solo independent advisers, Clarity Advisors regularly hosts educational workshops and seminars and provides formal retirement plan consulting services under ERISA, services that are statistically less common for firms its size. The firm also highlights business‑owner focused offerings (including access to business valuation services and an exit‑planning certification), and it discloses referral relationships and insurance licensure that clients should consider as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Tax services, estate planning services, business advisory and valuation services
Tax services, estate planning services, business advisory and valuation services
Expertise
Business exit / sale strategy
Business succession planning
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$3,000 per financial plan; $15,000 per business advisory plan; $1,500 to $3,000 for business valuation services
1.00% annually
$150 per hour for early termination work
Main office location
Clarity Advisors
Buffalo NY, United States
Number of offices
1
Most active in
Clarity Advisors has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
(716) 217-2021
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