The team at Clarus Wealth Group has developed and refined a process called the '20/20 Formula' that puts every piece of your financial puzzle together. Our practice creates the client experience and our process puts all the pieces together for you as your life unfolds. With our defined process guiding the way, our clients look towards the future with appreciation instead of apprehension.
CRD# 6112979
11 Financial
CRD# 5973780
Holistic Planning, LLC
CRD# 2265413
Holistic Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holistic Planning, LLC | Nacogdoches, TX | Mar 2023 - Current | 1 |
| Edward Jones | St. Louis, MO | Oct 2020 - Mar 2023 | 2 |
| Clarus Wealth Group | Houston, TX | Sep 2017 - Sep 2020 | 3 |
| Raymond James Financial Services Advisors Inc. | Houston, TX | Dec 2016 - Sep 2020 | 3 |
| Raymond James Financial Services, Inc. | Houston, TX | Dec 2015 - Sep 2020 | 4 |
| Burrow Global | Deer Park, TX | Mar 2015 - Aug 2016 | 1 |
| Fourquest Energy | Deer Park, TX | May 2014 - Mar 2015 | < 1 |
| Baker Hughes | Houston, TX | Nov 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- TX
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Total Assets Under Management399MILLIONS
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Total Number of Accounts412ACCOUNTS
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Average Account Value$967,395
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, CO, TN, TX
Clarus Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
For important disclosure information, please seehttps://www.raymondjames.com/legal-disclosures/social-media-disclaimer-icd
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