# Clarity Asset Management, Inc.
Source: https://planprovider.pro/provider/clarity-asset-management-inc

> With a fee-only approach and a tie-in to LPL Research resources, Clarity Asset Management, Inc. advises individuals and families on long-term financial decis…

Retirement Plan Advisor

Gilbert, AZ

## About Clarity Asset Management, Inc.

<p>With a fee-only approach and a tie-in to LPL Research resources, Clarity Asset Management, Inc. advises individuals and families on long-term financial decisions and portfolio management.</p>

<p>The firm maintains headquarters in Gilbert in the Phoenix metro area and in Ames in central Iowa. It works with clients in states where its LPL Financial representatives are properly licensed. As of 2026, Clarity Asset Management reports $0.2B in assets under management.</p>

<p>Clarity provides financial planning and ongoing asset management, along with risk management, business succession planning, and estate planning. For retirement plan sponsors, the firm offers 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>, providing investment advice to the plan while the sponsor retains final decision-making authority.</p>

<p>What differentiates Clarity is the combination of fee-only planning with access to LPL Research commentary and a resource library, which it uses to support client education and clearer investment discussions.</p>

<ul>
<li>Fee-only registered investment advisor</li>
<li>3(21) fiduciary investment advice for retirement plans</li>
<li>Financial planning and asset management</li>
<li>Risk management, business succession, and estate planning</li>
<li>Offices in the Phoenix area and central Iowa</li>
</ul>

Website: [https://www.claritywealthmgt.com/](https://www.claritywealthmgt.com/)

## Office Locations

- Gilbert, AZ (Headquarters)

- Ames, IA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $222.4M

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