C
Clarity Financial Organization, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,007,165
Clients
102
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
102
Very HighAverage account size
$254,972
About
Clarity Financial Organization is an independent, single‑advisor registered investment adviser that serves individuals and families with wealth management and comprehensive financial planning. The firm’s services include discretionary portfolio management, financial planning and access to LPL‑sponsored advisory programs and third‑party managed portfolios.
The firm says it builds portfolios based on clients’ investment goals, time horizons and risk tolerances and typically uses diversified mutual funds, ETFs, individual securities and fixed‑income to implement those plans. Accounts are generally managed on a discretionary basis with periodic reviews and may be implemented directly or through LPL programs, including model portfolios and an algorithm‑driven Guided Wealth solution.
The firm’s brochure includes several specific disclosures that distinguish it from many small independent advisers: a principal maintains insurance licensure and may receive separate commissions for insurance sales, the firm receives various support and compensation‑related benefits from LPL (and participates in a third‑party insurance platform), and it accepts firm fee deductions and standing letters of authorization that create custody‑related considerations. Those material conflict‑of‑interest and custody disclosures are explicitly described in the Form ADV and are less common among peers of this size.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Debt management
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Annual fixed fees for financial planning range from $500 to $5,000 per plan, paid quarterly.
$0.00 - $199,999.99: 2.0% $200,000.00 - $249,999.99: 1.9% $250,000.00 - $299,999.99: 1.8% $300,000.00 - $649,999.99: 1.7% $650,000.00+: 1.5%
Insurance commissions earned by CCO/Founder from insurance product sales, separate from advisory fees.
Hourly billing rate of $300 per hour for financial planning and consulting services.
Minimum fee: Financial planning annual fixed fee ranges from $500 to $5,000 per plan, payable quarterly in four equal payments; hourly rate $300/hour Fee-only: Comprehensive financial planning offered on hourly and fixed fee basis; financial planning fees may be waived for clients enrolled in wealth management services.
Main office location
Clarity Financial Organization, LLC
301 West Main Street, Suite 201
Boonville IN 47601, United States
Number of offices
1
Most active in
Clarity Financial Organization, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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.
-
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.
-
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.
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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
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