Kenneth Hartley
Kenneth Hartley is a CFA-designated registered investment advisor at Clarus Wealth Advisors, LLC, based in Peoria, AZ, with 17 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 503 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees shall not exceed 2.00% annually and are negotiable based on account size, complexity, anticipated future assets, and pre-existing relationships.
Fee Estimator
Location
9125 W. Thunderbird Road, Suite 100, Peoria, AZ, 85381
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is involved with multiple business activities, including Deserthart Consulting, LLC, Sand Creek Commercial Investors, LLC, and Bell and Associates. He also has a dormant entity, Erisey Wealth Management, LLC, and spends minimal time on these activities, with about 10 hours per month dedicated to his role as an independent insurance agent.
Employment History
Current Registrations
Clarus Wealth Advisors, LLC
Previous Registrations
Sentinel Rock Wealth Management LLC
Erisey Wealth Management
Arizona Financial Products, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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