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Clarity Financial Design

Headquartered in SARASOTA, FL

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Firm Information

Clarity Financial Design is a fee-only financial planning firm specializing in providing financial planning and investment management services to individuals, families, and charitable organizations. They manage approximately $30 million in assets for 106 clients. The firm is led by Melissa Walsh, a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®).

Clarity Financial Design

$30.20M

Assets Under Management

18

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CLARITY FINANCIAL DESIGN has a total of 2 branch locations across the country.
location

SARASOTA, FL

location

Winter Park, FL

Advisors at Clarity Financial Design

View All 1 Advisors
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Melissa Ellen Walsh

CFP®, RA

SARASOTA, FL

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Disclosures

There are no public disclosures for Clarity Financial Design.

Frequently Asked Questions (7)

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