DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Clarity Financial Planners
Legal name Clarity Financial Planners, LLC
Latest filing Mar 31, 2026
First filing on the tape Jul 20, 2015 · 20 filings
SEC status approved since Apr 26, 2024
RAUM
$132M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$131M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$132M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$132M as of Mar 31, 2026
Mar 25, 2016$296M then
HNW client RAUM$128M as of Mar 31, 2026
Mar 27, 2025$114M then
State-registered IARs (5.B.3)1 as of Mar 31, 2026
Mar 25, 20162 then
Employees (5.A)2 as of Mar 31, 2026
Mar 25, 20166 then
Private funds: no history
RAUM +12% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $132MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.9MderivedHNW RAUM over HNW clients
- Average account
- $621,965derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.7%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$128M97%
- Individuals$2.2M1.6%
- Corporations and businesses$1.9M1.4%
- Individual clients
- 12reported
- HNW clients
- 26reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 213reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Shannon Faye MoenkhausCertified Financial Planner | Clayton, Mo | Oct 2, 2015 | 24 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Misty Blu Cherniss to Tsg Advice Partners, LLCMay 4, 2022 · Other
- Brett David Weston to Medicus Wealth Planning, Inc.Feb 8, 2022 · Other
Joined, latest
- Brett David Weston from Truenorth WealthNov 8, 2021 · Other
- Misty Blu Cherniss from First Command Advisory ServicesNov 8, 2021 · Other
- Shannon Faye Moenkhaus from Buckingham Strategic Wealth, LLCOct 2, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Faye Shannon Moenkhaus · Managing Member / Chief Compliance Officercontrolsince 09/2015 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 211 to 213Jun 16, 2025 to Mar 31, 2026
- HNW clients · 25 to 26Jun 16, 2025 to Mar 31, 2026
- Financial planning clients · 26-50 to 0Jun 16, 2025 to Mar 31, 2026
- Discretionary RAUM · $118M to $132MJun 16, 2025 to Mar 31, 2026
- HNW RAUM · $114M to $128MJun 16, 2025 to Mar 31, 2026
- Individual RAUM · $3.0M to $2.2MJun 16, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $921,133 to $530,943Jun 16, 2025 to Mar 31, 2026
- RAUM · $119M to $132MJun 16, 2025 to Mar 31, 2026
- Financial planning clients · 26-50 to 26-50Mar 27, 2025 to Jun 16, 2025
- Accounts · 185 to 211Jun 26, 2024 to Mar 27, 2025
- HNW clients · 23 to 25Jun 26, 2024 to Mar 27, 2025
- Individual clients · 13 to 12Jun 26, 2024 to Mar 27, 2025
- Discretionary RAUM · $110M to $118MJun 26, 2024 to Mar 27, 2025
- HNW RAUM · $107M to $114MJun 26, 2024 to Mar 27, 2025
- Individual RAUM · $2.7M to $3.0MJun 26, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $1.7M to $921,133Jun 26, 2024 to Mar 27, 2025
- RAUM · $111M to $119MJun 26, 2024 to Mar 27, 2025
- Accounts · 59 to 185Aug 24, 2017 to Mar 28, 2024
- Advisory activities · 3 to 4Aug 24, 2017 to Mar 28, 2024
- Charity clients · unset to 0.0Aug 24, 2017 to Mar 28, 2024
- HNW clients · unset to 23.0Aug 24, 2017 to Mar 28, 2024
- Individual clients · unset to 13.0Aug 24, 2017 to Mar 28, 2024
- Pension plan clients · unset to 0.0Aug 24, 2017 to Mar 28, 2024
- Pooled vehicle clients · unset to 0.0Aug 24, 2017 to Mar 28, 2024
- Financial planning clients · unset to 26-50Aug 24, 2017 to Mar 28, 2024
- HQ city · ST. LOUIS to CLAYTONAug 24, 2017 to Mar 28, 2024
- Other offices · unset to 0.0Aug 24, 2017 to Mar 28, 2024
- Discretionary RAUM · $24.4M to $110MAug 24, 2017 to Mar 28, 2024
- HNW RAUM · unset to 106896211.0Aug 24, 2017 to Mar 28, 2024
- Individual RAUM · unset to 2685398.0Aug 24, 2017 to Mar 28, 2024
- Non-discretionary RAUM · $0 to $1.7MAug 24, 2017 to Mar 28, 2024
- Pooled vehicle RAUM · unset to 0.0Aug 24, 2017 to Mar 28, 2024
- RAUM · $24.4M to $111MAug 24, 2017 to Mar 28, 2024
- Accounts · 735 to 59Nov 8, 2016 to Mar 29, 2017
- Discretionary RAUM · $290M to $24.4MNov 8, 2016 to Mar 29, 2017
- Non-discretionary RAUM · $5.7M to $0Nov 8, 2016 to Mar 29, 2017
- RAUM · $296M to $24.4MNov 8, 2016 to Mar 29, 2017
- Advisory employees · 2 to 1Apr 6, 2016 to Nov 8, 2016
- Employees · 6 to 2Apr 6, 2016 to Nov 8, 2016
- HQ city · CHESTERFIELD to ST. LOUISApr 6, 2016 to Nov 8, 2016
Signals
3 dated events
- Misty Blu Cherniss left Clarity Financial Planners for Tsg Advice Partners, Llc (registered 2022-08-22)May 4, 2022 · Advisor changed firm · fact
- Brett David Weston left Clarity Financial Planners for Medicus Wealth Planning, Inc. (registered 2022-05-11)Feb 8, 2022 · Advisor changed firm · fact
- Clarity Financial Planners filed its initial SEC registration (Form ADV)Jul 20, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 314-548-2260reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/CLARITY-FINANCIAL-PLANNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CLARITYFINANCIALPLANNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-548-2260reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- clarityfinancialplanners.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- clarityfinancialplanners.com/bioreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $132Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026