CRD: 311905
Clarity Financial Organization, LLC
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-20-2021
- Office Locations
- 1
Office Locations
About Clarity Financial Organization, LLC
Clarity Financial Organization, LLC is a retail RIA that pairs goals-based financial planning with ongoing portfolio management, helping individuals and families make confident decisions through major life transitions and into retirement. The investment approach emphasizes asset allocation and risk management using mutual funds, ETFs, and model portfolios. The firm operates on the LPL Financial platform and leverages tools like eMoney and Morningstar for planning and research.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Clarity Financial Organization, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM ROGER WASHBURN
Chief Compliance Officer, Financial Advisor, Owner, Vice President
- CRD
- #2599590
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,007,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,007,165 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clarity Financial Organization, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.