Clarity Wealth Management, Inc.

Clarity Wealth Management Inc. is a registered investment advisor established in February 2010 and located in Irvine, CA. The firm specializes in offering investment advisory services to individuals, high net worth individuals, trusts, estates, small businesses, and qualified retirement plans. Clarity Wealth serves as a fiduciary to clients, upholding a duty of loyalty, fairness, and good faith. The firm provides customized investment advisory solutions, including discretionary and non-discretionary investment management, and related advisory services. The investment strategy primarily involves passively managed asset class mutual funds and ETFs, with a focus on long-term investment strategies rooted in Modern Portfolio Theory. Clients are required to enter into agreements with the advisor, defining terms, conditions, and responsibilities. The firm charges investment advisory fees based on a tiered schedule, with annual rates ranging from 0.50% to 1.25%, depending on the assets under management. Clarity Wealth does not manage or place client assets into wrap fee programs. As of December 31, 2021, the firm managed $127,752,158 in client assets. The firm's Chief Executive Officer and Chief Compliance Officer, Gina Chironis, is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS®). The Financial Advisor, Tyler M. Ondatje, has a background in Business Finance and serves under the supervision of Gina Chironis. The firm has a Privacy Policy in place to protect clients' personal information and shares information with non-affiliated third parties only for servicing purposes, not for marketing. Clients have the right to limit the sharing of their personal information.