Avi Levine
Clarity Wealth Advisors
710 Flintlock Rd
Southport, CT 06890
6178514075
About Clarity Wealth Advisors
At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.
Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.
See Disclosures
General Information
Firm Start Year
automated call
Yes
CRD#
1037845
Firm CRD#
8733
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 6, Series 63, Series 66
Insurance and Annuity Licenses
Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity
Compensation and Fees
Fee % Based on Assets
1.25%
Additional Details on Charges
Investment Advisory Relationship:
In this arrangement, we manage some or all of your investable assets for a fee, which is typically 1.25% of the assets under management. We align your accounts with your goals and risk tolerance and provide ongoing guidance on retirement, tax planning strategies, and protection strategies. We also hold review meetings at least annually, or more frequently depending on your preference.
Financial Planning Engagement:
This option involves providing personalized, non-product-specific advice and customized recommendations without managing any investments. A comprehensive financial plan typically covers cash flow, investment planning, retirement planning, risk management, income tax planning strategies, and estate planning strategies. The cost for this engagement depends on the complexity of your situation, which we can quote after our initial no-obligation consultation.
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf