AdvisorOS Directory
Claim Profile
Unclaimed Profile
RE

Richard Monnett Everhart

CLARITY WEALTH MANAGEMENT, L.L.C.·MESA, Arizona
SIE, Series 7, Series 31, Series 66Clean record15 years registeredCLARITY WEALTH MANAGEMENT, L.L.C.
1234 S. POWER RD., MESA, AZ 85206CRD# 5851562Firm CRD# 284874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Monnett Everhart · MESA, AZ
Registration
CRD #5851562 · CLARITY WEALTH MANAGEMENT, L.L.C. · 15 years registered
Brand Profile
Not yet started
01

Career History

CLARITY WEALTH MANAGEMENT, L.L.C.
Nov 2016 – present
LPL FINANCIAL LLC
Feb 2016 – Mar 2017
FORT MILL, SC
WELLS FARGO ADVISORS, LLC
Jan 2011 – Feb 2016
TEMPE, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · January 27, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874 · SEC 801-123481
AUM
$146M
Regulatory assets under management
Employees
4
560 client accounts
Services offered by CLARITY WEALTH MANAGEMENT, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLARITY WEALTH MANAGEMENT, L.L.C. →
Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MESA?

Browse all registered financial advisors in MESA, Arizona or claim this profile if it's yours.

Browse MESA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Richard Monnett Everhart offer?
Richard Monnett Everhart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MESA, Arizona for a consultation.
What are Richard Monnett Everhart's credentials?
Richard Monnett Everhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Monnett Everhart located?
Richard Monnett Everhart is based in MESA, Arizona, working with CLARITY WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Richard Monnett Everhart charge for services?
Richard Monnett Everhart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARITY WEALTH MANAGEMENT, L.L.C.?
CLARITY WEALTH MANAGEMENT, L.L.C. has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CLARITY WEALTH MANAGEMENT, L.L.C.

Charles Bennie Booth
MESA, AZ
Howard Robard Dal Monte
MESA, AZ

More Advisors in MESA, Arizona

Charles Tway Autrey
INTRINSIC WEALTH COUNSEL, INC.·MESA, AZ
Robert E Patterson
PENINSULA VENTURE MANAGEMENT, L.L.C.·MESA, AZ
Robert Verlin Sollis
TAURUM RETIREMENT PARTNERS, LLC·MESA, AZ
ChFC
Karl Nathan Huish
TRIBECA FINANCIAL, LLC·MESA, AZ
Christopher Alan Hoerchler
GALLOWAY ASSET MANAGEMENT LLC·MESA, AZ
Joshua David Davis
BASELINE PARTNERS LLC·MESA, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)TUCSON (92)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)GILBERT (6)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideTEMPE GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile