Clarity Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,515,017
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
41
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$207,683
About
Clarity Wealth Management provides discretionary and non-discretionary investment management, comprehensive and one-time financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates and charitable organizations. The firm also serves plan sponsors with ERISA retirement-plan services, including limited 3(21) fiduciary advice, and offers participant education and group enrollment meetings as part of plan support.
The firm combines standard portfolio management techniques (including fundamental, technical and cyclical analysis) with outsourced solutions when appropriate, engaging sub‑advisors and third‑party managers and using a third‑party “held‑away” platform to monitor and rebalance defined contribution accounts. Client accounts are reviewed at least quarterly and the firm documents client objectives and allows client‑imposed investment restrictions while retaining discretion to hire or terminate sub‑advisors on behalf of clients.
Compared with many solo independent advisers, Clarity maintains formal affiliations with other registered advisers and has a referral/fee‑sharing relationship with third‑party money managers, and it discloses ongoing economic benefits tied to those relationships. The firm’s combination of ERISA pension consulting with participant workshops, service to charitable organization clients, and an affiliated insurance business (conducted outside the advisory operations and disclosed as a potential conflict) are notable distinctions relative to typical peers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Fee options
One-time financial planning fixed fees range from $1,500 to $5,000. Ongoing financial planning fixed annual fees range from $1,200 to $24,000.
$0 - $499,999.99: 1.25% annually $500,000 - $999,999.99: 1.00% annually $1,000,000 - $2,999,999.99: 0.75% annually $3,000,000 - $4,999,999.99: 0.65% annually $5,000,000+: 0.55% annually
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents.
$175 per hour for financial planning services.
Fee-only: Ongoing financial planning fee ranges from $1,200 to $24,000 annually, paid quarterly in arrears. One-time fixed fees for financial planning between $1,500 and $5,000. Hourly financial planning at $175 per hour.
Main office location
Clarity Wealth Management LLC
432 Greenfield Road, 2 Nd Fl
Montague MA 01351, United States
Number of offices
1
Most active in
Clarity Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts
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
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