Annette Clearwaters
Clarity Investments + Planning LLC · Mount Kisco, New York
Annette Clearwaters is a fee-only financial advisor at Clarity Investments + Planning LLC in Mount Kisco, New York, who holds the CFP credential. Clarity Investments + Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clarity Investments + Planning LLC |
|---|---|
| Based in | Mount Kisco, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $141.5M across 268 accounts |
| Credentials | CFP |
| Firm size | 2 employees |
| Website | clarityinv.com |
How Annette's firm compares
- Clarity Investments + Planning LLC's average account is about $528,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Annette
Is Annette Clearwaters a fee-only financial advisor?
Yes. Annette Clearwaters is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Annette charge for financial advice?
Annette's firm, Clarity Investments + Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Annette Clearwaters based?
Annette Clearwaters is based in Mount Kisco, New York.
What credentials does Annette Clearwaters hold?
Annette Clearwaters holds the CFP credential.
How much does Clarity Investments + Planning LLC manage?
Clarity Investments + Planning LLC reports $141.5M across 268 accounts in assets under management.
How do I contact Annette Clearwaters?
Through Annette's website, clarityinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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