# Clarified Wealth Advisory

> Clarified Wealth Advisory is a state-registered investment advisory firm in Austin, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 329226
- Filed as: CLARIFIED WEALTH ADVISORY
- Legal name: Clarified Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329226
- AdvisorCensus page: https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226

## Quick answers

**How is Clarified Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Clarified Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Clarified Wealth Advisory located?**
Clarified Wealth Advisory's principal office is in Austin, TX, according to its Form ADV.

**Is Clarified Wealth Advisory registered with the SEC or a state?**
Clarified Wealth Advisory is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329226.

**How much does Clarified Wealth Advisory manage?**
Clarified Wealth Advisory reports $6,706,744 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Clarified Wealth Advisory serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Clarified Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329226

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,706,744
- Discretionary: $6,706,744
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $685,118 |
| High net worth individuals | 6 | $6,021,626 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarifiedwealth.com
- shetalksfinance.com
- Facebook @shetalksfinance
- Instagram @shetalksfinance
- LinkedIn @nikki-dunn-cfp®-4284041a9
- TikTok @shetalksfinance
- X @SheTalksFinance
- YouTube @shetalksfinance

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarified Wealth Advisory (CRD 329226): Form ADV filing data as of October 2026.