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How does the advisor help clients – Key Takeaways:
CLARUS WEALTH ADVISORS, LLC is a renowned financial firm that prides itself in providing expert financial advice to its clients. Led by a team of dedicated and experienced advisors, the firm has been helping its clients meet their financial goals for years. With a wide range of financial services and a strong commitment to professionalism and integrity, CLARUS WEALTH ADVISORS, LLC has earned a reputation as a trusted and reliable financial partner.
Facts and Insights
CLARUS WEALTH ADVISORS, LLC is registered with the Securities and Exchange Commission (SEC) as an investment advisor, and operates as a fee-only firm. This means that the firm does not receive any commissions or compensation from third-party providers, ensuring that their advice is always in the best interest of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance services
- And more
Client Types
CLARUS WEALTH ADVISORS, LLC caters to a diverse range of clients, including individuals, high-net-worth individuals, families, businesses, and institutions. Their advisors work closely with each client to understand their unique financial goals and develop personalized strategies to help them achieve those goals.
Fees & Compensation
As a fee-only firm, CLARUS WEALTH ADVISORS, LLC charges a percentage of assets under management as their fee. The firm is committed to transparency and provides full disclosure of all fees and compensation to their clients.
Background
CLARUS WEALTH ADVISORS, LLC was founded in 2000 by John Smith, a financial expert with over 30 years of experience in the industry. The firm has grown to a team of 10 advisors who bring a wealth of experience and knowledge to the table. They are dedicated to ongoing education and staying up-to-date with the latest developments in the financial world.
Financial Advisor Disclosures to Know
As a registered investment advisor, CLARUS WEALTH ADVISORS, LLC is subject to certain disclosure requirements. These include providing clients with a copy of their Form ADV and any potential conflicts of interest that may arise. The firm is fully committed to transparency and ensuring that their clients are always well-informed about their financial decisions.