C
Clarity Wealth Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Clarity Wealth Solutions LLC is a small, veteran‑owned registered investment adviser that offers portfolio management, subadviser services to other advisers, pension consulting for employee benefit plans (including 401(k) plans), and financial planning. The firm’s ADV reports it provides services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans and had no assets under management at the time of the filing.
The firm documents client objectives and risk tolerances in written investment policy statements, seeks discretionary authority for trading when applicable, and pursues a long‑term trading approach. Its investment process draws on multiple methods of analysis — including charting, fundamental, modern portfolio theory, quantitative and technical analysis — and it describes policies to allocate investment opportunities fairly among client accounts.
Noteworthy features relative to many peers include an explicit pension‑consulting practice and the availability of hourly financial planning, both of which are uncommon among investment managers focused on pooled or institutional assets. The firm also acts as a subadviser to other advisers, requires clients to use specified custodians/brokers (and may receive related research or soft‑dollar benefits), and is a recently formed, veteran‑owned adviser with no AUM reported on its ADV.
Client services
Financial planning
Portfolio management
Pension consulting
Subadviser services
Expertise
Annuities
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Occupation focus
Retired
Founder/Business Owner
Fee options
Up to $7,500 for financial planning
$0 - $249,999: 2.70% $250,000 - $499,999: 2.20% $500,000 - $999,999: 1.70% $1,000,000+: 1.40%
$375 per hour
Main office location
Clarity Wealth Solutions LLC
One Alliance Center, 3500 Lenox Road, Suite 1500
Atlanta GA 30326, United States
Number of offices
1
Most active in
Clarity Wealth Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
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.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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