Clarity Investments + Planning LLC

Clarity Investments + Planning LLC (CRD# 148888) is a financial advisory firm headquartered in Mount Kisco, NY. They manage $63,262,218 in 276 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at Clarity Investments + Planning LLC
Showing 1 - 1 of 1 top financial advisors.
Antonia S. Clearwaters
CRD#: 5616675
118 North Bedford Road, Suite 100, Mount Kisco, NY 10549

Antonia Clearwaters (CRD# 5616675) is an Investment Advisor Representative working at Clarity Investments + Planning LLC in Mount Kisco, NY and has 1 year of experience in the finance industry. Antonia Clearwaters 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.