CLARITY FINANCIAL PLANNERS

Legal name: CLARITY FINANCIAL PLANNERS, LLC

CRD 277114File 801-130103

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$132.5M

Bottom 25% of cohort (national)

Discretionary AUM

$131.9M

Non-discretionary $531K

Clients

213 accounts

Employees

Bottom 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 26, 2024
Principal office: 168 N. MERAMEC AVENUE, SUITE 150, CLAYTON, MO, 63105
Phone: 314-548-2260
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/CLARITY-FINANCIAL-PLANNERS/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $132.5M
Discretionary AUM: $131.9M
Non-discretionary AUM: $531K
Discretionary accounts: 211
Non-discretionary accounts: 2
Total accounts: 213
AUM per client: $3.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.9M
High net worth individuals	26	$128.4M
Individuals (other than high net worth individuals)	12	$2.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.