About Clarity Financial Advisors LLC
<p>Built around Dave Ramsey-style principles and clear, plain-language advice, Clarity Financial Advisors LLC works with individuals and business owners who want straightforward planning and investment guidance.</p> <p>Founded in 2022 and headquartered in St. Petersburg in the Tampa Bay area, this independent, family-owned Registered Investment Advisor (RIA) provides wealth management and financial planning under a fiduciary standard. The firm reports $1.5B in assets under management (2026).</p> <p>Clarity Financial offers 3(21) retirement plan services for employers and plan committees looking for investment advice without giving up day-to-day control. The firm also helps clients map out practical next steps for major goals like education costs, estate considerations, and business expansion.</p> <p>One differentiator is its no-account-minimum approach, which makes professional advice available to clients who may be earlier in their financial lives. Clarity Financial also partners with Altruist to support access to independent advice.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Investment management and ongoing portfolio guidance</li> <li>College planning</li> <li>Estate planning support</li> <li>Planning for business expansion</li> </ul>
Website: https://theclarityfinancial.com
Founded: 2022
Office Locations
- St. Petersburg, FL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.5B