Donald Moenning is a registered investment advisor at Clarus Wealth Advisors, LLC, based in Castle Rock, CO, with 9 years of industry experience. Donald 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
202 6th Street, Suite 301C, Castle Rock, CO, 80104
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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
Donald is a managing member of Granite Capital Advisors, LLC since 2018, managing investment accounts and meeting with clients. This requires minimal time each month.
Employment History
Current Registrations
Clarus Wealth Advisors, LLC
Previous Registrations
Sowell Management Services
State Registrations1 state
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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