Shannon Moenkhaus
Clarity Financial Planners · Clayton, Missouri
Shannon Moenkhaus is a fee-only financial advisor at Clarity Financial Planners in Clayton, Missouri, who holds the CFP credential.
- $132M
- Firm assets managed
- $622,000
- Firm's average account
- 2002
- First securities exam
How does Shannon's firm compare?
-
Clarity Financial Planners's average account is about $622,000, from its Form ADV (assets managed divided by 213 accounts).
Questions about Shannon
Is Shannon Moenkhaus a fee-only financial advisor?
Yes. Shannon Moenkhaus is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shannon's firm.
How does Shannon Moenkhaus charge for financial advice?
Shannon's firm, Clarity Financial Planners, reports charging a percentage of assets on its SEC Form ADV.
Where is Shannon Moenkhaus based?
Shannon Moenkhaus is based in Clayton, Missouri.
What credentials does Shannon Moenkhaus hold?
Shannon Moenkhaus holds the CFP credential.
Is Shannon Moenkhaus registered with the SEC?
Yes. Shannon Moenkhaus is registered as an investment adviser representative in MO and TX (CRD 4457340), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Clarity Financial Planners manage?
Clarity Financial Planners reports $132.5M across 213 accounts in assets under management.
How do I contact Shannon Moenkhaus?
Through Shannon Moenkhaus's website, clarityfinancialplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Clarity Financial Planners |
|---|---|
| Based in | Clayton, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $132.5M across 213 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 4457340 |
| Exams passed | Series 63 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | clarityfinancialplanners.com |
Request an introduction to Shannon
Tell Shannon a little about what you're looking for. Shannon 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.
Other fee-only advisors in Clayton
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.
See something wrong? Request a correction. Read our methodology.