Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$149,527,424
Total clients
985
2% high-net worth
Total advisors
5
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
197
Average account size
$151,804
Clarity Financial Advisors LLC provides discretionary investment management, retirement plan participant account management, financial planning, and estate‑planning coordination through a third‑party provider for individuals, high‑net‑worth individuals, trusts, estates and small businesses. The firm reports $149,527,424 in assets under management and serves 985 client relationships with a team of five advisors across five offices.
The firm constructs customized, primarily long‑term portfolios and may trade or reallocate positions held less than one year to meet client objectives or market conditions. Clarity Financial uses a mix of fundamental, quantitative, factor and technical analysis, works with third‑party sub‑advisers and the Altruist Model Marketplace for model portfolios, and uses platforms such as Pontera to manage held‑away retirement plan participant accounts.
Noteworthy differences from many peers include that certain firm principals and advisors are licensed insurance agents and advisory professionals may receive commission‑based compensation for insurance product sales, and the firm discloses paying Ramsey Solutions for participation in the SmartVestor referral program. The firm also discloses receiving significant technology and support benefits from its custodian relationship with Altruist and operates a relatively high client load per advisor (approximately 985 clients across five advisors), which it identifies as potential conflicts of interest.
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
Clarity Financial Advisors LLC
260 1 St Ave S.
St. Petersburg FL 33710, United States
Number of offices
5
Alabama · Arkansas · California · Connecticut · Delaware · Florida · Georgia · Illinois · Kansas · Kentucky · Louisiana · Maine · Maryland · Mississippi · Missouri · Nebraska · New Jersey · New Mexico · New York · North Carolina · Oregon · Pennsylvania · Puerto Rico · Tennessee · Texas · Virginia · Washington · West Virginia
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 65
St. Petersburg, FL
Clarity Financial Advisors LLC
Series 63, Series 65
St. Petersburg, FL
Clarity Financial Advisors LLC
Series 66
St. Petersburg, FL
Clarity Financial Advisors LLC
Series 66
Greenwood, DE
Clarity Financial Advisors LLC
Series 63, Series 65
St. Petersburg, FL
Clarity Financial Advisors LLC
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