Clarify Wealth Management

Clarify Wealth Management (CRD# 172355) is a financial advisory firm headquartered in Cincinnati, OH. They manage $90,000,000 in 500 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $180,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN, KY, OH, TX

Financial Advisors at Clarify Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
James G. Brandenburgh
CRD#: 5296821
50 E-business Way, Suite 100, Cincinnati, OH 45241
96
Wealthminder
score

James Brandenburgh (CRD# 5296821) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 7 years of experience in the finance industry. James Brandenburgh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas B. Clark
CRD#: 2650734
50 E-business Way, Suite 100, Cincinnati, OH 45241
96
Wealthminder
score

Thomas Clark (CRD# 2650734) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 22 years of experience in the finance industry. Thomas Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Martin J. Kubik
CRD#: 2035580
50 E-business Way, Suite 100, Cincinnati, OH 45241
96
Wealthminder
score

Martin Kubik (CRD# 2035580) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 25 years of experience in the finance industry. Martin Kubik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Aubrey H. Ramey
CRD#: 2654052
50 E-business Way, Suite 100, Cincinnati, OH 45241
93
Wealthminder
score

Aubrey Ramey (CRD# 2654052) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 19 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.