Fee-only adviser · Gilbert, AZ
Clarity Wealth Management, L.L.C.
Clarity Wealth Management, L.L.C. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Gilbert, Arizona. On its latest Form ADV, filed September 2, 2026, it reports $237M in regulatory assets under management, 927 individual clients and 3 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 284874 · SEC file 801-123481 |
| Office | 3303 E Baseline RD Ste. 107 Gilbert, AZ 85234 |
| Phone | (480) 776-9670 |
| Website | www.claritywealthmgt.com |
| Regulatory assets under management | $237M ($212M discretionary) |
| Individual clients | 851 non-high-net-worth, 76 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 2, 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 no disciplinary history on Form ADV.
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 Gilbert
- Transition Financial Advisors Group, LLC $301M
- W Wealth Advisors $18M
- Finco Investment Services, Inc. $50M
- Kingdom Wealth Advisers $34M
- VM Jones Financial Consulting, L.L.C. $50M
- Wealthlogic $25M
See all 10 fee-only advisers in Gilbert →
Nearby
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- Chandler 12 firms
- Tempe 10 firms
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- Paradise Valley 1 firm
- Phoenix 49 firms
- Scottsdale 78 firms
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