Antonia Clearwaters
Clarity Investments + Planning · Mount Kisco, New York
Antonia Clearwaters is a fee-only financial advisor at Clarity Investments + Planning in Mount Kisco, New York, who holds the CFP credential. Clarity Investments + Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Antonia →
Facts
| Firm | Clarity Investments + Planning |
|---|---|
| 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 |
| SEC registration | Investment adviser representative in NY · CRD 5616675 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | clarityinv.com |
How Antonia's firm compares
- Clarity Investments + Planning's average account is about $528,000, from its Form ADV (assets managed divided by 268 accounts).
Request an introduction to Antonia
Tell Antonia a little about what you're looking for. Antonia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Antonia
Is Antonia Clearwaters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Antonia holds no broker registration, and Clarity Investments + Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Antonia charge for financial advice?
Antonia's firm, Clarity Investments + Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Antonia Clearwaters based?
Antonia Clearwaters is based in Mount Kisco, New York.
What credentials does Antonia Clearwaters hold?
Antonia Clearwaters holds the CFP credential.
Is Antonia Clearwaters registered with the SEC?
Yes. Antonia Clearwaters is registered as an investment adviser representative in NY (CRD 5616675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clarity Investments + Planning manage?
Clarity Investments + Planning reports $141.5M across 268 accounts in assets under management.
How do I contact Antonia Clearwaters?
Through Antonia's website, clarityinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.