Paladin Research Report For:
Clarity Wealth Management
About Clarity Wealth Management
Start Your Journey Toward Financial ClarityYour Future, Clearly Defined
At Clarity Wealth Management, our mission is rooted in the belief that clarity fosters confidence. We are dedicated to crafting clear financial plans that empower our clients, instilling value and confidence in our role as their advisors. Our business is driven by a planning-first approach, establishing that every decision is informed and purposeful.
Our core values transparency, accountability, and integrity guide everything we do.
- Transparency means open communication and honesty in all our interactions. Accountability is our commitment to follow through on our promises and responsibilities.
- Integrity underscores our dedication to ethical practices and trustworthiness.
General Information
Firm Start Year
- 1926
CRD#
- 7976187
Firm CRD#
- 8733
States Licensed in
- All
Years of Experience in Financial Services
- 10
Number of Years with Current Firm
- 8
Work with the following types of clients
- Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
- Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Risk Management, Financial Planning for Businesses, Wealth Management
Compliance
Registered Representative
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Securities Licenses
- Series 63, Series 7, Series 6, Series 65, Series 66
Insurance and Annuity Licenses
- Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Accident, Disability
Firm Information
Advisor's Number of Clients
- 250
Advisor's Number of Managed Clients
- 200
Advisor's Number of Planning Clients
- 70
Total Assets Under Management by Advisor
- $100,000,000
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- n/a
Compensation Methods
- Flat Fee, Based on Assets, Commissions
Fee % Based on Assets
- 0.5 - 1.25
Additional Details on Charges
- We offer a variety of services that include comprehensive financial planning, asset management, and insurance planning. Custom proposals with at least 3 different fee structures are offered to all clients in our second meeting together.
Education
Bachelors - Business Management
Coastal Carolina University
2009 -2013
Disclosures
PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Disclaimer
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.
Prudential Advisors' is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Clarity Wealth Management or Prudential.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.