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CLARITY FINANCIAL PLANNERS

CLARITY FINANCIAL PLANNERS, LLC

CRD 277114 · SEC 801-130103

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168 N. MERAMEC AVENUE, SUITE 150, CLAYTON, MO, 63105, United States

Phone

314-548-2260

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$132.5M

Discretionary AUM

$131.9M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals12$2.2M
High net worth individuals26$128.4M

States served

MO, TX

All web addresses on file

Official SEC filing: View on IAPD