Richard Everhart
Richard Everhart is a registered investment advisor at Clarity Wealth Management, L.L.C., based in Gilbert, AZ, with 15 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 944 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3303 E Baseline Rd, Ste. 107, Gilbert, AZ, 85234
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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 Activities
Richard operates Clarity Wealth Management, LLC as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates a full-time commitment to these investment-related activities.
Employment History
Current Registrations
Clarity Wealth Management, L.L.C.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations6 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.