# Michael Raimondi

> Michael Raimondi is a fee-only financial advisor at Clarus Group in New York, New York. Michael focuses on retirement planning, estate & legacy planning and tax planning. Clarus Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-raimondi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Clarus Group
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $158.0M across 561 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 5220594 (https://adviserinfo.sec.gov/individual/summary/5220594)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.clarusfinancial.com

## Frequently asked questions

### Is Michael Raimondi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Clarus Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Clarus Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Raimondi based?

Michael Raimondi is based in New York, New York.

### What does Michael specialize in?

Michael's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### Is Michael Raimondi registered with the SEC?

Yes. Michael Raimondi is registered as an investment adviser representative in NY and TX (CRD 5220594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clarus Group manage?

Clarus Group reports $158.0M across 561 accounts in assets under management.

### How do I contact Michael Raimondi?

Through Michael's website, www.clarusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5220594): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.clarusfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.