Melissa Walsh
Clarity Financial Design · Sarasota, Florida
Melissa Walsh is a fee-only financial advisor at Clarity Financial Design in Sarasota, Florida, who holds the CFP and CFA credentials. Clarity Financial Design reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Clarity Financial Design |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $51.4M across 134 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 5546872 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Melissa's firm compares
- Clarity Financial Design's average account is about $384,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about Melissa
Is Melissa Walsh a fee-only financial advisor?
Yes. Melissa Walsh is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Melissa's firm.
How does Melissa charge for financial advice?
Melissa's firm, Clarity Financial Design, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Melissa Walsh based?
Melissa Walsh is based in Sarasota, Florida.
What credentials does Melissa Walsh hold?
Melissa Walsh holds the CFP and CFA credentials.
Is Melissa Walsh registered with the SEC?
Yes. Melissa Walsh is registered as an investment adviser representative in FL and TX (CRD 5546872), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Clarity Financial Design manage?
Clarity Financial Design reports $51.4M across 134 accounts in assets under management.
How do I contact Melissa Walsh?
Contact details aren't on file yet. Search for Clarity Financial Design.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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