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They include 851 individual clients, 76 high-net-worth individuals and 13 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Clarity Wealth Management offer?","answer":"Clarity Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Clarity Wealth Management charge?","answer":"Clarity Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.","source":"ADV PART 2A-CLARITY WEALTH MANAGEMENT, L.L.C., filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Clarity Wealth Management use?","answer":"Clarity Wealth Management’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $81.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clarity Wealth Management have?","answer":"Clarity Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clarity Wealth Management invest in?","answer":"At the end of its last fiscal year, Clarity Wealth Management’s separately managed accounts held 39% non-exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 14% U.S. government and agency bonds, 13% state and local bonds, 3% investment grade corporate bonds, 3% cash and equivalents, 2% exchange-traded equities and 2% other. The 2% other category is described as: Annuities and Options.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Clarity Wealth Management?","answer":"Clarity Wealth Management’s direct owners are Richard Everhart and Howard Dal Monte, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Clarity Wealth Management get paid?","answer":"Clarity Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Clarity Wealth Management?","answer":"Clarity Wealth Management’s main office is at 3303 E Baseline RD, Ste. 107, Gilbert, AZ 85234. Its phone number is 480-776-9670. Its website is claritywealthmgt.com.","source":"Form ADV Part 1A, Item 1.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}