CLARITY FINANCIAL PLANNERS, LLC
Legal name: CLARITY FINANCIAL PLANNERS
CRD #277114 SEC #801-130103 CLAYTON, MO 314-548-2260
SEC Registered
Total AUM
$118.6M
Discretionary
$117.7M
Employees
2
Clients
26
Accounts
211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $118.6M | $117.7M | $921.1K | 2 | 0 |
| Mar 2025 | $118.6M | $117.7M | $921.1K | 2 | 0 |
| Jun 2024 | $111.2M | $109.5M | $1.7M | 2 | 0 |
| May 2024 | $111.2M | $109.5M | $1.7M | 2 | 0 |
| Apr 2024 | $111.2M | $109.5M | $1.7M | 2 | 0 |
| Mar 2024 | $111.2M | $109.5M | $1.7M | 2 | 0 |
| Aug 2017 | $24.4M | $24.4M | $0 | 2 | 212 |
| Aug 2017 | $24.4M | $24.4M | $0 | 2 | 212 |
| May 2017 | $24.4M | $24.4M | $0 | 2 | 212 |
| Mar 2017 | $24.4M | $24.4M | $0 | 2 | 212 |
| Nov 2016 | $295.7M | $290M | $5.7M | 2 | 212 |
| Apr 2016 | $295.7M | $290M | $5.7M | 6 | 212 |
| Mar 2016 | $295.7M | $290M | $5.7M | 6 | 212 |
| Jan 2016 | $272.1M | $270.1M | $2M | 7 | 0 |
| Nov 2015 | $272.1M | $270.1M | $2M | 7 | 0 |
| Oct 2015 | $0 | $0 | $0 | 7 | 0 |
| Sep 2015 | $0 | $0 | $0 | 7 | 0 |
| Sep 2015 | $0 | $0 | $0 | 7 | 0 |
| Jul 2015 | $0 | $0 | $0 | 7 | 0 |
DateJun 2025
Total AUM$118.6M
Discretionary$117.7M
Non-Disc.$921.1K
Employees2
Clients0
DateMar 2025
Total AUM$118.6M
Discretionary$117.7M
Non-Disc.$921.1K
Employees2
Clients0
DateJun 2024
Total AUM$111.2M
Discretionary$109.5M
Non-Disc.$1.7M
Employees2
Clients0
DateMay 2024
Total AUM$111.2M
Discretionary$109.5M
Non-Disc.$1.7M
Employees2
Clients0
DateApr 2024
Total AUM$111.2M
Discretionary$109.5M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2024
Total AUM$111.2M
Discretionary$109.5M
Non-Disc.$1.7M
Employees2
Clients0
DateAug 2017
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees2
Clients212
DateAug 2017
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees2
Clients212
DateMay 2017
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees2
Clients212
DateMar 2017
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees2
Clients212
DateNov 2016
Total AUM$295.7M
Discretionary$290M
Non-Disc.$5.7M
Employees2
Clients212
DateApr 2016
Total AUM$295.7M
Discretionary$290M
Non-Disc.$5.7M
Employees6
Clients212
DateMar 2016
Total AUM$295.7M
Discretionary$290M
Non-Disc.$5.7M
Employees6
Clients212
DateJan 2016
Total AUM$272.1M
Discretionary$270.1M
Non-Disc.$2M
Employees7
Clients0
DateNov 2015
Total AUM$272.1M
Discretionary$270.1M
Non-Disc.$2M
Employees7
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0