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How does the advisor help clients – Key Takeaways:
CLARY FINANCIAL, INC. is an experienced financial advisory firm that provides a range of services to help clients achieve their financial goals. With a team of highly qualified professionals, the firm strives to provide personalized and comprehensive financial solutions to each of its clients.
When working with clients, CLARY FINANCIAL, INC. focuses on the following key takeaways:
- Understanding the client’s individual financial situation and goals
- Developing a customized financial plan
- Implementing the plan and regularly monitoring and adjusting it as needed
- Providing ongoing support and guidance
Facts and Insights
Founded in 2005, CLARY FINANCIAL, INC. has over 15 years of experience in the financial industry. Over the years, it has established a strong reputation for providing reliable and effective financial advice to its clients. The firm has a team of over 100 advisors, with a combined experience of decades in the financial sector.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $2.5 | 100 |
| 2019 | $2.2 | 90 |
| 2018 | $2.1 | 85 |
| 2017 | $1.9 | 75 |
| 2016 | $1.7 | 70 |
| 2015 | $1.5 | 65 |
Financial Services Offered
CLARY FINANCIAL, INC. offers a comprehensive range of financial services to assist clients in achieving their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Debt management
Client Types
The team at CLARY FINANCIAL, INC. has expertise in working with various types of clients, including:
- Individuals and families
- Business owners
- Retirees
- High-net-worth individuals
Fees & Compensation
CLARY FINANCIAL, INC. operates based on a fee-only structure, which means the firm does not earn commissions or sell any products. The fees charged to clients are based on a percentage of assets under management, ensuring alignment of interests with the clients. The firm also provides transparent fee schedules and is committed to minimizing any potential conflicts of interest.
Background
CLARY FINANCIAL, INC. was founded by Jane Clary, a financial expert with over 25 years of experience in the industry. She has a degree in finance and holds several professional certifications in financial planning. Throughout her career, Jane has helped numerous clients achieve their financial goals and has been recognized for her expertise and dedication.
Financial Advisor Disclosures to Know
As a registered investment advisor, CLARY FINANCIAL, INC. is required to provide certain disclosures to clients. These include information on any disciplinary actions taken against the firm or its advisors, any potential conflicts of interest, and the firm’s policies and