Clarity Investments + Planning LLC

As a fee-only firm, our only source of compensation is our clients. Without commissions or sales charges, there is no incentive to recommend anything but what we believe is best for your situation.

Clarity in your investments.

Investing doesn’t have to be complicated or confusing. Using your goals and risk tolerance, together we can form an investment strategy that you are comfortable with in good and bad markets.

Clarity in your financial future.

Every client is unique, with different goals and priorities. As financial planners, we can help you plan for the future, learn about your options, and make informed decisions. Our goal is to help you make your own decisions to get what you want out of life.

Located in New York City, Clarity Investments + Planning LLC offers ongoing investment management as well as hourly financial planning services. There is no minimum net worth required of clients.

Contact us for a free initial consultation today!

 

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Important Consumer Disclosure

Clarity Investments + Planning LLC (“Clarity”) is an SEC registered investment adviser located in the State of New York. Clarity and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which Clarity maintains clients. Clarity may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

Clarity’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Clarity’s web site on the Internet should not be construed by any consumer and/or prospective client as Clarity’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet.

Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Clarity. Any subsequent, direct communication by Clarity with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Clarity, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.

A copy of Clarity’s current written disclosure statement discussing Clarity’s business operations, services, and fees is available from Clarity upon written request. Clarity does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Clarity’s web site or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEBSITE.

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