Clarus Wealth Advisors is an independent investment advisory firm established in 2015 and based in Peoria, Arizona. Clarus Wealth Advisors offers discretionary investment management and personalized financial planning services to individuals, high-net-worth individuals, families, estates, trusts, and corporate retirement plans. The firm's investment approach utilizes strategic asset allocation based on modern portfolio theory, tactical models, equity strategies, and blended multi-strategy portfolios, primarily allocating client funds among mutual funds, exchange-traded funds, and individual debt and equity securities. In addition to direct portfolio management, Clarus Wealth Advisors provides financial planning covering retirement, estate, tax, charitable, and cash flow objectives, as well as sub-advisory services for other independent registered investment advisors and model portfolio subscription services for financial institutions. Clarus Wealth Advisors acts as a fiduciary, legally bound to put clients' best interests first.
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.