Clariti Wealth Advisors at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 10 employees and 250 individual clients, 195 of them high net worth.
- Its average account is about $600,000 (assets it manages divided by its 1,330 accounts).
Facts
| Based in | Wilmington, Delaware |
|---|---|
| Website | claritiwealth.com |
| [email protected] | |
| Phone | (302) 994-4444 |
Questions about Clariti Wealth Advisors
How much does Clariti Wealth Advisors charge?
Clariti Wealth Advisors publishes these prices: asset-based fee: 0.95% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Clariti Wealth Advisors paid?
Clariti Wealth Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Clariti Wealth Advisors have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Clariti Wealth Advisors, and 3 hold the CFP.
What is the average account at Clariti Wealth Advisors?
Clariti Wealth Advisors's average account is about $600,000. That's the assets on its Form ADV divided by its 1,330 accounts.
What does Clariti Wealth Advisors specialize in?
Clariti Wealth Advisors's advisors and website list small business owners.
Clariti Wealth Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.95% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"0.95%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $798 million |
| Individual clients | 55 |
| High-net-worth clients | 195 |
| Accounts managed | 1,330 |
| Employees | 10 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-18338) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 104804 |