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CLARITY FINANCIAL DESIGN
CLARITY FINANCIAL DESIGN LLC
CRD 316258
205 N ORANGE AVE, SUITE 306, SARASOTA, FL, 34236, United States
Phone
407-494-0593
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.4M
Discretionary AUM
$51.4M
Team
2 total employees; 1 advisory reps; 16 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $8.2M |
| High net worth individuals | 15 | $43.0M |
| Charitable organizations | 1 | $215K |
All web addresses on file
- http://www.clarityfinancialdesign.com
- https://www.napfa.org/firm/47288/35789
- https://www.napfa.org/member/107181/35789
- https://directory.cfainstitute.org/profile/32939DDD9BF5E276D1FCF00DA9F18C849A869E97?event=memberDirectoryProfileView
- https://www.linkedin.com/company/clarity-financial-design
- https://www.linkedin.com/in/melissawalshcfd/
- https://www.xyplanningnetwork.com/advisors/melissa-walsh-cfp-aif/
- https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/0b87dded-266d-46c9-9dae-1054e5c141c3
- https://www.youtube.com/channel/UCZxE6UWyV4CoXLjacbN7G_Q
- https://www.facebook.com/Clarity-Financial-Design-110928561528070
- http://www.linkedin.com/company/clarity-financial-design
Official SEC filing: View on IAPD