# Clarity Financial Design

> 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.

- CRD: 316258
- Filed as: CLARITY FINANCIAL DESIGN
- Legal name: Clarity Financial Design LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316258
- AdvisorCensus page: https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258

## Quick answers

**How is Clarity Financial Design compensated?**
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.

**Where is Clarity Financial Design located?**
Clarity Financial Design's principal office is in Sarasota, FL, according to its Form ADV.

**Is Clarity Financial Design registered with the SEC or a state?**
Clarity Financial Design is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316258.

**How much does Clarity Financial Design manage?**
Clarity Financial Design reports $51,413,769 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**What types of clients does Clarity Financial Design serve?**
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).

**Does Clarity Financial Design 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/316258

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $51,413,769
- Discretionary: $51,413,769
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $8,241,469 |
| High net worth individuals | 15 | $42,957,475 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $214,825 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarityfinancialdesign.com
- directory.cfainstitute.org/profile/32939DDD9BF5E276D1FCF00DA9F18C849A869E97
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/0b87dded-266d-46c9-9dae-1054e5c141c3
- napfa.org/firm/47288/35789
- napfa.org/member/107181/35789
- xyplanningnetwork.com/advisors/melissa-walsh-cfp-aif
- Facebook @Clarity-Financial-Design-110928561528070
- LinkedIn @clarity-financial-design
- LinkedIn @melissawalshcfd
- YouTube @UCZxE6UWyV4CoXLjacbN7G_Q

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarity Financial Design (CRD 316258): Form ADV filing data as of October 2026.