William Washburn
Clarity Financial Organization · Boonville, Indiana
William Washburn is a fee-only financial advisor at Clarity Financial Organization in Boonville, Indiana, who holds the CFP credential. Clarity Financial Organization reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Clarity Financial Organization |
|---|---|
| Based in | Boonville, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $26.0M across 102 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 2599590 |
| Exams passed | Series 63 (1995) · Series 65 (2022) |
| Disclosures | Reported; see the SEC record |
How William's firm compares
- Clarity Financial Organization's average account is about $255,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about William
Is William Washburn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Clarity Financial Organization reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Clarity Financial Organization, reports charging a percentage of assets on its SEC Form ADV.
Where is William Washburn based?
William Washburn is based in Boonville, Indiana.
What credentials does William Washburn hold?
William Washburn holds the CFP credential.
Is William Washburn registered with the SEC?
Yes. William Washburn is registered as an investment adviser representative in IN (CRD 2599590), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Clarity Financial Organization manage?
Clarity Financial Organization reports $26.0M across 102 accounts in assets under management.
How do I contact William Washburn?
Contact details aren't on file yet. Search for Clarity Financial Organization.
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.
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