Truclarity Wealth Advisors

TruClarity Wealth Advisors, a registered investment adviser, offers financial planning, consulting, and investment management services. Clients must enter into written agreements with the firm before receiving advisory services. TruClarity allows its investment adviser representatives autonomy in managing client assets, with each representative determining recommended investments and strategies. The firm filed for registration in July 2019 and is owned by MGO/OS Holdings, LLC. As of December 31, 2023, TruClarity had $100,511,738 in total assets under management, with $99,034,093 managed on a discretionary basis. The firm offers financial planning services, including asset allocation recommendations, and investment management primarily involving mutual funds, ETFs, individual securities, and options. TruClarity may recommend engaging in additional services, but clients retain discretion over decisions. The firm's investment philosophy includes fundamental, technical, cyclical, and behavioral finance analysis, as well as Modern Portfolio Theory. Clients are advised on risks such as market volatility, geopolitical events, and interest rate fluctuations. TruClarity charges fees based on assets under management, with rates ranging from 0.25% to 1.50%. The firm has not reported any material changes since March 2023 and has no disciplinary history. Clients receive regular account reviews and statements from qualified custodians. TruClarity accepts proxy voting authority and engages Broadridge for proxy voting and class action claims services. The firm does not require prepayment exceeding $1,200 or have financial conditions impairing its commitments to clients. For more details, clients can contact TruClarity Wealth Advisors directly.