DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLARITY FINANCIAL PLANNERS

CLARITY FINANCIAL PLANNERS, LLC, CRD 277114

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd32126b-ab77-22d6-3e40-01ca0c2302d3

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jul 20, 2015 to Mar 31, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $132MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $132M
Private client RAUM: $131MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 213
Individual clients: 12
High net worth clients: 26
SEC number: 801-130103
CRD: 277114
Filings on the tape: 20
First filed: Jul 20, 2015
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, MO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SHANNON FAYE MOENKHAUS	Certified Financial Planner	CLAYTON, MO	10	24	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MOENKHAUS, SHANNON, FAYE	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	09/2015	Sep 11, 2015	Jun 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$132M	$132M	2	1	0	n/a	n/a
2024	Mar 27, 2025	$119M	$118M	2	1	0	n/a	n/a
2016	Mar 29, 2017	$24.4M	$24.4M	2	1	n/a	n/a	n/a
2015	Mar 25, 2016	$296M	$290M	6	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$132M	$119M	11.7%	n/a	n/a	2	2	0	0

Relationships

Registered with (3)

← SHANNON FAYE MOENKHAUSAdvisorregistration: current employment
Oct 2, 2015 to presentfactForm ADV
← MISTY BLU CHERNISSAdvisorregistration: previous registration
Nov 8, 2021 to May 4, 2022factForm ADV
← Brett David WestonAdvisorregistration: previous registration
Nov 8, 2021 to Feb 8, 2022factForm ADV

Controls (1)

← MOENKHAUS, SHANNON, FAYEOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 11, 2015 to Jun 26, 2024factForm ADV

Dated events

Occurred
May 4, 2022
Advisor changed firm
Misty Blu Cherniss left Clarity Financial Planners for Tsg Advice Partners, Llc (registered 2022-08-22)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Advisor changed firm
Brett David Weston left Clarity Financial Planners for Medicus Wealth Planning, Inc. (registered 2022-05-11)
Form ADVobserved 4 days ago
Occurred
Jul 20, 2015
First Form ADV filing
Clarity Financial Planners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd32126b-ab77-22d6-3e40-01ca0c2302d3
First observed: Jul 20, 2015
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARITY FINANCIAL PLANNERS

CLARITY FINANCIAL PLANNERS, LLC, CRD 277114

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd32126b-ab77-22d6-3e40-01ca0c2302d3

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SHANNON FAYE MOENKHAUS

Certified Financial Planner

CLAYTON, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MOENKHAUS, SHANNON, FAYE

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

09/2015

Sep 11, 2015

Jun 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$132M

n/a

2024

Mar 27, 2025

$119M

$118M

n/a

2016

Mar 29, 2017

$24.4M

n/a

2015

Mar 25, 2016

$296M

$290M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$132M

$119M

11.7%

n/a