{
  "crd_number": 316258,
  "slug": "clarity-financial-design-sarasota-fl-316258",
  "primary_business_name": "CLARITY FINANCIAL DESIGN",
  "legal_name": "CLARITY FINANCIAL DESIGN LLC",
  "dbas": [],
  "city": "Sarasota",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "35840",
  "metro": {
    "cbsa_code": "35840",
    "common_name": "North Port",
    "msa_name": "North Port-Bradenton-Sarasota, FL",
    "path": "/advisors/fl/north-port"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-09-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": 51413769.0,
  "raum_discretionary": 51413769.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 214825.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 8241469.0,
      "count": 23
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 42957475.0,
      "count": 15
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://clarityfinancialdesign.com",
    "https://directory.cfainstitute.org/profile/32939DDD9BF5E276D1FCF00DA9F18C849A869E97?event=memberDirectoryProfileView",
    "https://facebook.com/Clarity-Financial-Design-110928561528070",
    "https://letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/0b87dded-266d-46c9-9dae-1054e5c141c3",
    "https://linkedin.com/company/clarity-financial-design",
    "https://linkedin.com/in/melissawalshcfd",
    "https://napfa.org/firm/47288/35789",
    "https://napfa.org/member/107181/35789",
    "https://xyplanningnetwork.com/advisors/melissa-walsh-cfp-aif",
    "https://youtube.com/channel/UCZxE6UWyV4CoXLjacbN7G_Q"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316258",
  "city_as_filed": "SARASOTA",
  "url": "https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258",
  "display_name": "Clarity Financial Design",
  "summary": "Clarity Financial Design is a state-registered investment advisory firm in Sarasota, FL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. Clarity Financial Design (CRD 316258): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Clarity Financial Design compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clarity Financial Design reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Clarity Financial Design located?",
      "a": "Clarity Financial Design's principal office is in Sarasota, FL, according to its Form ADV."
    },
    {
      "q": "Is Clarity Financial Design registered with the SEC or a state?",
      "a": "Clarity Financial Design is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316258."
    },
    {
      "q": "How much does Clarity Financial Design manage?",
      "a": "Clarity Financial Design reports $51,413,769 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Clarity Financial Design serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (15); charitable organizations (1)."
    },
    {
      "q": "Does Clarity Financial Design report any disciplinary disclosures?",
      "a": "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/316258"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 8241469.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 42957475.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 214825.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316258",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}