$132.5M Total AUM
$131.9M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Tiaa · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Vital vertexCapital bridge
- Established Date
- 09-03-2015
- Office Locations
- 1
Office Locations
168 N. Meramec Avenue Suite 150 Clayton MO
About Clarity Financial Planners
Clarity Financial Planners is an independent, fee-only RIA in Clayton, MO providing comprehensive financial planning and investment management. The firm builds non-proprietary portfolios primarily using ETFs and mutual funds, with fixed-income/municipal bond exposure as needed. It commonly serves physicians and entrepreneurs. Managing member Shannon Moenkhaus, CFP, is a 2025 Five Star Wealth Manager award recipient.
Team overview
43 AVG AGE
$132.5M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
10.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Upgrade to reveal position-level detail across pathway momentum.
Unlock to see real insight on meridian momentum element.
Unlock to compare peer behavior around peak optima.
See the complete signal summary connected to bridge insight.
Open the full profile to inspect shifts in capital quantum.
Premium access reveals conviction themes in pathway prime.
Unlock to see real insight on capital prime.
Open the full profile to inspect shifts in atlas vertex.
Asset Classes
Pioneer pioneer
Client Personas
Catalyst capital Glacier
Custodian
Zenith Ridge Timber insight Crest atlas
Investment Themes
Pioneer pathway
Investment Vehicles
Wave timber
Platform
Meridian harbor
Services
Signal peak Pathway Delta north Alpha Pathway quantum Pathway Signal
Technology
Horizon Fusion
Owner & Executives
SHANNON FAYE MOENKHAUS
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4457340
- Ownership
- 75% or more
(671) 317-1166
wave.vertex@legacycapital.com
in linkedin.com/in/focus-focus
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,947,546 | $625,344 |
| Non-Discretionary | $530,943 | $265,472 |
| Total | $132,478,489 | $621,965 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $132,478,489
Equity - Exchange:
37.7% Public Funds:
33.8% Municipal Bonds:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,235,895,049 | 37.7% |
| Public Funds | $1,108,043,837 | 33.8% |
| Municipal Bonds | $934,297,319 | 28.5% |
| Total | $3,278,236,205 | 100.0% |