Ethan Whittaker
Clariti Wealth Advisors · Wilmington, Delaware
Ethan Whittaker is a fee-only financial advisor at Clariti Wealth Advisors in Wilmington, Delaware. Clariti Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ethan →
Facts
| Firm | Clariti Wealth Advisors |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $797.6M across 1,330 accounts |
| SEC registration | Investment adviser representative in DE · CRD 7996760 |
| Exams passed | Series 65 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.claritiwealth.com |
How Ethan's firm compares
- Clariti Wealth Advisors's average account is about $600,000, from its Form ADV (assets managed divided by 1,330 accounts).
Request an introduction to Ethan
Tell Ethan a little about what you're looking for. Ethan 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 Ethan
Is Ethan Whittaker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ethan holds no broker registration, and Clariti Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ethan charge for financial advice?
Ethan's firm, Clariti Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ethan Whittaker based?
Ethan Whittaker is based in Wilmington, Delaware.
Is Ethan Whittaker registered with the SEC?
Yes. Ethan Whittaker is registered as an investment adviser representative in DE (CRD 7996760), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clariti Wealth Advisors manage?
Clariti Wealth Advisors reports $797.6M across 1,330 accounts in assets under management.
How do I contact Ethan Whittaker?
Through Ethan's website, www.claritiwealth.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.