{
  "crd_number": 281160,
  "slug": "clarus-wealth-advisors-llc-peoria-az-281160",
  "primary_business_name": "CLARUS WEALTH ADVISORS, LLC",
  "legal_name": "CLARUS WEALTH ADVISORS, LLC",
  "dbas": [
    "CLARUS WEALTH AT PLUM CREEK",
    "HERITAGE CAPITAL",
    "HERITAGE RETIREMENT SOLUTIONS",
    "ORANGE ROCK WEALTH MANAGEMENT"
  ],
  "city": "Peoria",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-20",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-04-07",
  "carried_forward": false,
  "raum_total": 305202024.0,
  "raum_discretionary": 304627456.0,
  "raum_non_discretionary": 574568.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 432858.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 234513230.0,
      "count": 472
    },
    "high_net_worth_individuals": {
      "raum": 70255936.0,
      "count": 30
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "MD",
    "MI",
    "MN",
    "NV",
    "PA",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://claruswealthadvisors.com",
    "https://claruswealthatplumcreek.com",
    "https://heritagecapitalaz.com",
    "https://orangerockwealthmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281160",
  "city_as_filed": "PEORIA",
  "url": "https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160",
  "display_name": "Clarus Wealth Advisors, LLC",
  "summary": "Clarus Wealth Advisors, LLC is an SEC-registered investment advisory firm in Peoria, AZ, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.",
  "citation": "AdvisorCensus. Clarus Wealth Advisors, LLC (CRD 281160): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Clarus Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clarus Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Clarus Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 7, 2026 states: Hourly rate: $250 an hour (consulting service agreement termination). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clarus Wealth Advisors, LLC located?",
      "a": "Clarus Wealth Advisors, LLC's principal office is in Peoria, AZ, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Clarus Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Clarus Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 281160."
    },
    {
      "q": "How much does Clarus Wealth Advisors, LLC manage?",
      "a": "Clarus Wealth Advisors, LLC reports $305,202,024 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Clarus Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clarus Wealth Advisors, LLC: Regulatory assets under management: $228,380,041 in the October 2021 data and $305,202,024 in the October 2026 data, up 34%. Total employees: 12 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clarus Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (472); high net worth individuals (30); charitable organizations (1)."
    },
    {
      "q": "Does Clarus Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281160"
    },
    {
      "q": "Does Clarus Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 7, 2026 says: \"We have a minimum requirement of $50,000 of investable assets to open an account with Clarus Wealth Advisors. We may, in our sole discretion, accept clients with smaller portfolios based upon certain criteria\""
    },
    {
      "q": "What changed in Clarus Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 16 to 13. Regulatory assets under management went from $256,942,795 to $305,202,024 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 228380041.0,
      "total_employees": 12,
      "filing_date": "2021-04-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 249885533.0,
      "total_employees": 12,
      "filing_date": "2022-02-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 200340862.0,
      "total_employees": 12,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 222892191.0,
      "total_employees": 16,
      "filing_date": "2024-08-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 256942795.0,
      "total_employees": 16,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 305202024.0,
      "total_employees": 13,
      "filing_date": "2026-04-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 13.",
        "Regulatory assets under management went from $256,942,795 to $305,202,024 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (consulting service agreement termination)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We have a minimum requirement of $50,000 of investable assets to open an account with Clarus Wealth Advisors. We may, in our sole discretion, accept clients with smaller portfolios based upon certain criteria"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (consulting service agreement termination)"
        ],
        "quotes": [
          "Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $250.00."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consulting service agreement termination"
        }
      ]
    },
    "quotes": [
      "We have a minimum requirement of $50,000 of investable assets to open an account with Clarus Wealth Advisors. We may, in our sole discretion, accept clients with smaller portfolios based upon certain criteria",
      "Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $250.00."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 472,
      "fewer_than_5": false,
      "raum": 234513230.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 70255936.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 432858.0
    }
  ],
  "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/281160",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}