Fee-only adviser · Redlands, CA
Clarity Advisors Group, Inc.
Clarity Advisors Group, Inc. is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in Redlands, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed June 9, 2026, it reports $2.8M in regulatory assets under management, 5 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 308324 |
| Office | Redlands, CA (mailing address; office not published) |
| Phone | (909) 499-2483 |
| Website | Not listed |
| Regulatory assets under management | $2.8M |
| Individual clients | 5 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | June 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Redlands
- KWB Wealth $1.2B
- Diligent Investors, LLC $663M
- Investment Counselors of Redlands LLC $100M
See all 4 fee-only advisers in Redlands →
Nearby
- Grand Terrace 1 firm
- Yucaipa 1 firm
- Riverside 3 firms
- Menifee 1 firm
- Norco 1 firm
- Rancho Cucamonga 2 firms
- Ontario 3 firms
- Hemet 1 firm
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