CLARUS FINANCIAL PLANNING is a leading financial advisory firm that provides tailored and comprehensive financial planning services to individuals and businesses. With a team of experienced advisors and a strong track record of success, the firm has established itself as a trusted and reliable partner for all financial needs.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning for individuals and businesses
- Offers a wide range of financial services to meet diverse needs
- Works with clients to create customized investment strategies
- Utilizes a holistic approach to wealth management
- Provides ongoing support and guidance for long-term financial success
Facts and Insights:
Founded in 2002, CLARUS FINANCIAL PLANNING has over 18 years of experience in the financial industry. The firm has a team of 20 advisors who collectively manage over $350 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $350 million | 20 |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance solutions
- Education planning
Client Types:
- High net worth individuals
- Business owners
- Families
- Professionals
- Retirees
Fees & Compensation:
CLARUS FINANCIAL PLANNING operates on a fee-based compensation structure, meaning that the firm charges a percentage of assets under management as well as an advisory fee for financial planning services. This structure allows for transparent and aligned goals with clients, as the firm’s success is dependent on the success of the client’s investments.
Background:
The team at CLARUS FINANCIAL PLANNING is composed of experienced and highly qualified financial advisors, many of whom hold advanced degrees and certifications in the financial industry. The firm prides itself on providing personalized and professional services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CLARUS FINANCIAL PLANNING is held to a fiduciary standard, meaning that the firm is legally obligated to act in the best interest of its clients. This means that the firm must fully disclose any potential conflicts of interest and always prioritize the client’s interests above its own.