Clarus Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Clarus Wealth Advisors reports 503 clients. They include 472 individual clients, 30 high-net-worth individuals and 1 charitable organization. Of its assets, 99.8% ($305M across 948 accounts) are managed with discretion; $575K across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 77% |
| High-net-worth individuals | 6% | 23% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 472 | $235M | 76.8% | $497K |
| High-net-worth individuals | 30 | $70.3M | 23.0% | $2.34M |
| Charitable organizations | Fewer than 5 | $433K | 0.1% | $433K |
| Total | 503 | $305M | 100% | — |
- Clients
- 472
- Regulatory AUM
- $235M
- AUM share
- 76.8%
- Avg. per client
- $497K
- Clients
- 30
- Regulatory AUM
- $70.3M
- AUM share
- 23.0%
- Avg. per client
- $2.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $433K
- AUM share
- 0.1%
- Avg. per client
- $433K
Total
- Clients
- 503
- Regulatory AUM
- $305M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Clarus Wealth Advisors charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $50,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting is a fixed fee agreed in advance and set out in the consulting agreement, typically $250 to $50,000; a terminated engagement is refunded at an hourly rate of $250.
Clear View Financial, LLC owns 75% or more of Clarus Wealth Advisors and is in turn owned by Cooper 2378 Trust Dated May 8, 2020 (75% or more). The leadership team of Clarus Wealth Advisors includes Chief Operating Officer Theresa Fanning. It has 13 employees.
Leadership
- Theresa FanningChief Compliance Officer, Chief Operating Officer
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Karine Renee Beard
- Bert Allen Cooper
- Joshua Allen Cooper
- John Edward Fanning
- Theresa Ann Fanning
- Katherine Ann Fortna
- James Michael Graham
- Sherry Ann Hardin
- Kenneth R Hartley
- Amy Caroline Jones
- Donald Benjamin Moenning
- Jonathon Allen Staats
Staff
- 13 employees
- 13 in advisory functions
- 13 state-registered reps
- 10 broker-dealer reps
- 7 insurance agents
- Owns 75% or more of Clarus Wealth Advisors, LLC
Clear View Financial, LLC
since April 2015
- Owns 75% or more of Clear View Financial, LLC
Cooper 2378 Trust Dated May 8, 2020
Control person · since July 2020
Bert Cooper
Trustee · Control person · since May 2020
John Edward Fanning JR and Theresa Ann Fanning Living Trust Dated September 23, 2010
Member · Control person · since July 2020
Theresa Fanning
Trustee · Control person · since September 2010
Clarus Wealth Advisors’ regulatory assets grew from $228M (April 2021) to $305M (April 2026); clients fell from 604 to 503 and employees rose from 12 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $305M | 503 | 13 | 2 |
| April 2025 | $257M | 507 | 16 | 2 |
| February 2024 | $223M | 486 | 16 | 2 |
| March 2023 | $200M | 595 | 12 | 2 |
| February 2022 | $250M | 632 | 12 | 2 |
| April 2021 | $228M | 604 | 12 | 2 |
Besides its headquarters, Clarus Wealth Advisors has 1 office, with 2 listed addresses in Arizona and Colorado.
Arizona · 1 listed address
- 9125 W. Thunderbird Road, Suite 100, PeoriaHQ
Colorado · 1 listed address
- 419 Jerry Street, Castle Rock
Other business names
Clarus Wealth Advisors has reported 4 other business names to the SEC.
- Clarus Wealth at Plum Creek
- Heritage Capital
- Heritage Retirement Solutions
- Orange Rock Wealth Management
Contact and registration details
- Legal name
- Clarus Wealth Advisors, LLC
- Headquarters
- 9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
- Website
- Not reported
- Phone
- 623-583-6840
- SEC file
- 801-110156
- Structure
- Arizona LLC
- Fiscal year end
- December
Clarus Wealth Advisors has custody of $74.2M in client assets for 195 clients.
At year end, Clarus Wealth Advisors’ separately managed accounts were mostly in funds (74%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $260M across 86 positions; the largest are State Str SPDR S&P 500 ETF T (9.1%), Select Sector SPDR TR (4.8%) and Vanguard World FD (4.6%).
What the accounts hold
- Stocks15%
- Funds74%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash3%
- Other6%
- Legacy non liquid assets that are not managed nor billed such as reits and preferred stock6%
Reported 13F holdings
- $260M
- Reported 13F value
- 86
- Positions
- 42.5%
- In the 10 largest
- +10.6%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit9.1%
- Select Sector SPDR TR · ST Str Techn ETF4.8%
- Vanguard World FD · Mega Grwth Ind4.6%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF4.3%
- SPDR Series Trust · ST Str P500etf3.9%
- iShares TR · Core S&P Mcp ETF3.8%
- J P Morgan Exchange Traded F · US Qualty Fctr3.6%
- Vanguard Index Fds · Growth ETF3.4%
- Pacer Fds TR · US Cash Cows 1002.6%
- Vanguard BD Index Fds · Total Bnd Mrkt2.5%
Together, the ten largest are 42.5% of reported value.
How many clients does Clarus Wealth Advisors have?
Clarus Wealth Advisors has 503 clients and manages $305 million for them, as of April 2026. They include 472 individual clients, 30 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026
What services does Clarus Wealth Advisors offer?
Clarus Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Clarus Wealth Advisors charge?
Clarus Wealth Advisors charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $50,000.
How many financial advisors does Clarus Wealth Advisors have?
Clarus Wealth Advisors has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 7 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
What does Clarus Wealth Advisors invest in?
At the end of its last fiscal year, Clarus Wealth Advisors’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 6% other, 3% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds. The 6% other category is described as: Legacy Non Liquid Assets That Are Not Managed Nor Billed Such As Reits and Preferred Stock.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Clarus Wealth Advisors have a minimum investment?
Yes, Clarus Wealth Advisors’ minimum account size for its Investment Management Services is $50K.
Who owns Clarus Wealth Advisors?
Clarus Wealth Advisors’ direct owner is Clear View Financial, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 April 2026
How does Clarus Wealth Advisors get paid?
Clarus Wealth Advisors 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
Is Clarus Wealth Advisors registered with the SEC?
Yes, Clarus Wealth Advisors has been registered with the SEC as an investment adviser since 20 March 2017. Its CRD number is 281160 and its SEC file number is 801-110156.
Source: Form ADV Part 1A, Item 1, filed 7 April 2026; IAPD firm record
How do I contact Clarus Wealth Advisors?
Clarus Wealth Advisors’ main office is at 9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381. Its phone number is 623-583-6840.