Clarity Asset Management, Inc.

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Client assets under management

$256,831,025

Clients

270

33% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$951,226

About

Clarity Asset Management provides fiduciary investment advisory and financial planning services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations, managing approximately $257 million in discretionary client assets across roughly 270 client relationships. The firm generally requires a $500,000 minimum relationship (which may be reduced or waived at its discretion) and offers both ongoing portfolio management and standalone financial planning engagements.

Clarity builds diversified portfolios using mutual funds, ETFs and individual equities and primarily employs fundamental analysis within a long-term investment framework, while retaining the flexibility to trade more short-term for rebalancing or client cash needs. The adviser implements strategies through an internal due-diligence process and discretionary authority and utilizes the Fidelity Managed Account Xchange (FMAX) platform and related advisory tools for portfolio construction, reporting and proposal generation.

Notably for a firm of its size, Clarity maintains six office locations and operates with a four-advisor team, and it periodically offers free educational seminars and workshops to clients and the general public — amenities that are less common among similar team firms. The firm also maintains an institutional relationship with Fidelity that provides platform access and operational support used in managing client accounts.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Passive / index investing

Fee options

Fixed

Financial planning services fees up to $500, negotiable based on complexity and may be waived if client engages investment management services.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.65% annually $2,000,001+: 0.35% annually

Other

Account minimum: $500,000

Main office location

Clarity Asset Management, Inc.

2117 Philadelphia Street, Suite 100

Ames IA 50010, United States

Number of offices

Most active in

Arizona · Iowa · Minnesota · Nebraska

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 515-233-3152

Advisors at this firm

Kacy B

CFP®, Series 65

Ames, IA

Clarity Asset Management, Inc.

Kacy Bass is a CFP® with 10 years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2015. She holds a Series 65 license and is based in Ames, Iowa. Clarity Asset Management provides discretionary investment management, financial planning, and consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach utilizing diversified mutual funds, ETFs, and individual equities, supported by institutional tools and a multi-office service model.

Wealth management Passive / index investing

Nevin C

CFP®, Series 65

Ames, IA

Clarity Asset Management, Inc.

Nevin Conlon is a CFP® with eight years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2016. Prior to joining Clarity, he worked for four years with Cedar Falls Community Schools. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools and multiple office locations.

Wealth management Passive / index investing

Donald E

ChFC®, Series 63

Ames, IA

Clarity Asset Management, Inc.

Donald Erickson is a ChFC® with 26 years of industry experience. He has been with Clarity Asset Management, Inc. since 2013. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $222 million in client assets using a fundamentals-driven, long-term investment approach that incorporates diversified mutual funds, ETFs, and individual equities.

Wealth management Passive / index investing

Steven L

Series 65

Ames, IA

Clarity Asset Management, Inc.

Steven Larson is a Series 65-licensed financial advisor at Clarity Asset Management, Inc. in Ames, Iowa, with 24 years of industry experience. He has been with Clarity Asset Management since 2013, including the firm's current iteration since 2022. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools for portfolio construction and performance reporting.

Wealth management Passive / index investing

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