Clarity Financial Planners, LLC
● SEC registered since 2024CRD 277114SEC# 801-130103Clayton, MO
Reg. AUM
$132.5M
Employees
2
Accounts
213
Location
Clayton, MO
Clarity Financial Planners, LLC assets under management
Clarity Financial Planners, LLC operates as an SEC-registered investment adviser based in Clayton, MO. The firm has been registered since 2024. It reports $132.5 million in regulatory assets under management and employs 2 people.
Clarity Financial Planners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shannon Faye Moenkhaus Control | Managing Member / Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Clarity Financial Planners, LLC manage?
Clarity Financial Planners, LLC reports $132.5 million in regulatory assets under management on its Form ADV.
How many employees does Clarity Financial Planners, LLC have?
Clarity Financial Planners, LLC reports 2 employees.
Where is Clarity Financial Planners, LLC located?
Clarity Financial Planners, LLC is based in Clayton, MO and has been SEC-registered since 2024.
Does Clarity Financial Planners, LLC disclose fund performance?
Clarity Financial Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 168 N. Meramec Avenue, Suite 150, Clayton, MO 63105 |
| Phone | 314-548-2260 |
| Office hours | 8:30 a.m.-5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132.5Mregulatory AUM
Discretionary $131.9MNon-discretionary $531K